-3.5%
MSFU vs PAYC
+46.2%
-49.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +2.0% | +11.5% | +12.6% |
| 7D | +8.2% | +2.0% | +6.1% | +7.2% |
| 30D | +10.2% | +18.8% | -8.6% | +1.6% |
| 3M | +22.9% | +53.2% | -30.3% | -0.4% |
| 6M | +63.2% | +103.7% | -40.5% | +10.2% |
| YTD | +11.7% | +69.5% | -57.7% | -21.0% |
| 1Y | -3.5% | +48.8% | -52.3% | -29.3% |
| All | -3.5% | +46.2% | -49.7% | -29.3% |
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