+160.4%
MS vs PAYC
+50.7%
+109.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.1% | +4.5% | +0.1% |
| 7D | -1.6% | -10.2% | +8.6% | -0.1% |
| 30D | -3.8% | +6.1% | -9.9% | -4.6% |
| 3M | -14.6% | +10.1% | -24.7% | -15.8% |
| 6M | -5.1% | +88.6% | -93.7% | -15.9% |
| YTD | +4.5% | +50.0% | -45.5% | -2.6% |
| 1Y | +13.5% | +46.1% | -32.5% | +6.5% |
| 3Y | +160.4% | +51.2% | +109.2% | +141.9% |
| All | +160.4% | +50.7% | +109.7% | +141.9% |
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