+63.3%
MSFT vs PAYC
-49.7%
+113.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.0% | -4.2% | -2.7% |
| 7D | -6.2% | -9.5% | +3.3% | -4.1% |
| 30D | -3.7% | +3.3% | -7.0% | -4.6% |
| 3M | +3.6% | +14.5% | -10.9% | +0.1% |
| 6M | +26.8% | +76.0% | -49.3% | +9.3% |
| YTD | +8.4% | +53.4% | -44.9% | -4.0% |
| 1Y | +3.3% | +43.8% | -40.5% | -7.3% |
| 3Y | +44.3% | +45.3% | -1.0% | +24.8% |
| 5Y | +63.3% | -48.9% | +112.2% | +92.4% |
| All | +63.3% | -49.7% | +113.0% | +92.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling