+224.4%
MRK vs PAYC
+358.9%
-134.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.7% |
| 7D | -4.3% | -5.5% | +1.3% | -3.8% |
| 30D | +8.3% | +3.8% | +4.5% | +7.9% |
| 3M | +20.0% | +65.8% | -45.8% | +14.1% |
| 6M | +25.7% | +68.7% | -43.0% | +18.9% |
| YTD | +38.7% | +38.3% | +0.4% | +33.7% |
| 1Y | +74.7% | -2.4% | +77.1% | +74.1% |
| 3Y | +45.4% | -21.5% | +66.9% | +45.4% |
| 5Y | +129.0% | -52.7% | +181.7% | +139.3% |
| All | +224.4% | +358.9% | -134.5% | +170.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling