+48.6%
MS vs PAYC
-1.0%
+49.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | -0.8% |
| 7D | +2.5% | -7.9% | +10.4% | +2.2% |
| 30D | 0.0% | +2.1% | -2.2% | +0.1% |
| 3M | +2.4% | +61.8% | -59.3% | +3.1% |
| 6M | +36.4% | +59.9% | -23.5% | +37.4% |
| YTD | +23.8% | +38.5% | -14.7% | +26.2% |
| 1Y | +48.6% | -1.4% | +50.0% | +62.8% |
| All | +48.6% | -1.0% | +49.6% | +62.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling