-5.0%
MRSH vs PAYC
-21.6%
+16.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.4% |
| 7D | -4.8% | -5.5% | +0.8% | -4.1% |
| 30D | -6.3% | +3.8% | -10.1% | -6.7% |
| 3M | +5.8% | +65.8% | -60.0% | -0.2% |
| 6M | +2.8% | +68.7% | -65.9% | -3.4% |
| YTD | -3.1% | +38.3% | -41.5% | -7.7% |
| 1Y | -11.3% | -2.4% | -8.9% | -13.3% |
| 3Y | -5.0% | -21.5% | +16.6% | -5.9% |
| All | -5.0% | -21.6% | +16.7% | -5.9% |
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