+1,484.0%
MSFT vs PAYC
+1,328.4%
+155.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.2% | -0.3% |
| 7D | -2.4% | -0.5% | -1.9% | -2.4% |
| 30D | -3.8% | +5.2% | -8.9% | -5.2% |
| 3M | +6.4% | +18.0% | -11.6% | +1.6% |
| 6M | +28.8% | +81.6% | -52.9% | +8.7% |
| YTD | +8.8% | +57.3% | -48.4% | -5.2% |
| 1Y | +3.2% | +49.8% | -46.7% | -9.1% |
| 3Y | +44.8% | +49.0% | -4.2% | +23.1% |
| 5Y | +61.8% | -47.8% | +109.7% | +73.0% |
| 10Y | +897.9% | +515.8% | +382.1% | +550.3% |
| All | +1,484.0% | +1,328.4% | +155.6% | +903.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling