+9.0%
MSFT vs PAYC
+46.2%
-37.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.0% | +4.7% | +6.3% |
| 7D | +4.7% | +2.0% | +2.6% | +4.2% |
| 30D | +5.8% | +18.8% | -12.9% | +1.7% |
| 3M | +13.0% | +53.2% | -40.2% | +1.8% |
| 6M | +34.9% | +103.7% | -68.8% | +10.7% |
| YTD | +15.7% | +69.5% | -53.8% | -3.3% |
| 1Y | +9.0% | +48.8% | -39.9% | -7.3% |
| All | +9.0% | +46.2% | -37.2% | -7.3% |
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