+71.4%
MSFT vs PAYC
-53.3%
+124.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.4% | +4.2% | +0.1% |
| 7D | -1.4% | -7.9% | +6.5% | +0.5% |
| 30D | -1.0% | +2.1% | -3.2% | -1.6% |
| 3M | +20.2% | +61.8% | -41.6% | +5.9% |
| 6M | +21.3% | +59.9% | -38.7% | +6.8% |
| YTD | +2.8% | +38.5% | -35.7% | -6.6% |
| 1Y | 0.0% | -1.4% | +1.3% | -2.0% |
| 3Y | +51.2% | -21.0% | +72.2% | +52.2% |
| 5Y | +71.4% | -52.9% | +124.3% | +90.6% |
| All | +71.4% | -53.3% | +124.7% | +90.6% |
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