-0.8%
MSFT vs PAYC
-1.1%
+0.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | +0.1% |
| 7D | -3.5% | -10.2% | +6.7% | -1.2% |
| 30D | -2.1% | +2.0% | -4.0% | -2.5% |
| 3M | +24.2% | +58.3% | -34.1% | +9.6% |
| 6M | +21.9% | +64.5% | -42.6% | +6.0% |
| YTD | +2.5% | +36.5% | -34.1% | -9.6% |
| 1Y | -0.8% | -1.3% | +0.5% | -12.9% |
| All | -0.8% | -1.1% | +0.4% | -12.9% |
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 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