+553.7%
MS vs PAYC
+474.5%
+79.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | +0.8% | -9.5% | +10.3% | +3.5% |
| 30D | -0.7% | +2.5% | -3.2% | -1.5% |
| 3M | -12.4% | +11.7% | -24.0% | -15.4% |
| 6M | -1.7% | +74.6% | -76.4% | -18.0% |
| YTD | +8.0% | +50.4% | -42.3% | -6.9% |
| 1Y | +16.2% | +44.0% | -27.8% | +1.4% |
| 3Y | +171.3% | +42.5% | +128.8% | +130.6% |
| 5Y | +124.8% | -50.3% | +175.0% | +148.0% |
| 10Y | +553.7% | +521.2% | +32.5% | +266.9% |
| All | +553.7% | +474.5% | +79.2% | +266.9% |
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 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