+305.4%
MRK vs PAYC
+1,158.0%
-852.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.4% | +4.2% | -0.8% |
| 7D | -0.9% | -7.9% | +7.0% | -0.2% |
| 30D | +15.5% | +2.1% | +13.3% | +15.2% |
| 3M | +25.1% | +61.8% | -36.7% | +19.3% |
| 6M | +30.1% | +59.9% | -29.8% | +23.8% |
| YTD | +43.1% | +38.5% | +4.6% | +37.9% |
| 1Y | +82.5% | -1.4% | +83.8% | +81.4% |
| 3Y | +49.3% | -21.0% | +70.3% | +48.8% |
| 5Y | +130.3% | -52.9% | +183.2% | +138.4% |
| 10Y | +234.3% | +332.8% | -98.5% | +166.6% |
| All | +305.4% | +1,158.0% | -852.7% | +210.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling