+35.8%
MSCI vs PAYC
+50.2%
-14.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +3.0% | +4.9% | -1.9% | +1.8% |
| 30D | +17.8% | +4.1% | +13.7% | +16.7% |
| 3M | +15.2% | +11.5% | +3.7% | +12.2% |
| 6M | +16.5% | +85.3% | -68.8% | -0.8% |
| YTD | +16.4% | +57.3% | -40.9% | +2.1% |
| 1Y | +16.8% | +52.6% | -35.8% | +3.2% |
| 3Y | +35.8% | +48.3% | -12.5% | +21.9% |
| All | +35.8% | +50.2% | -14.4% | +21.9% |
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