+70.7%
MSFU vs PAYC
-36.2%
+106.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.4% |
| 7D | -2.3% | -8.7% | +6.4% | +0.5% |
| 30D | -6.3% | +1.2% | -7.4% | -6.5% |
| 3M | +40.0% | +58.6% | -18.7% | +20.2% |
| 6M | +30.1% | +56.6% | -26.5% | +12.0% |
| YTD | -10.3% | +36.2% | -46.6% | -20.0% |
| 1Y | -19.0% | -2.2% | -16.8% | -21.7% |
| 3Y | +25.8% | -22.3% | +48.1% | +29.8% |
| All | +70.7% | -36.2% | +106.9% | +97.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling