-24.4%
MOS vs PAYC
+50.7%
-75.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.1% | +5.2% | +0.7% |
| 7D | +21.6% | -10.2% | +31.8% | +23.1% |
| 30D | +12.0% | +6.1% | +5.8% | +10.9% |
| 3M | -3.9% | +10.1% | -13.9% | -5.4% |
| 6M | -3.3% | +88.6% | -92.0% | -12.9% |
| YTD | -4.6% | +50.0% | -54.6% | -9.8% |
| 1Y | -7.0% | +46.1% | -53.0% | -11.4% |
| 3Y | -24.4% | +51.2% | -75.6% | -28.3% |
| All | -24.4% | +50.7% | -75.1% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling