+20.8%
MSFU vs PAYC
+46.4%
-25.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.0% | -6.7% | -5.4% |
| 7D | -12.7% | -9.5% | -3.2% | -9.7% |
| 30D | -9.0% | +3.3% | -12.3% | -10.1% |
| 3M | +2.9% | +14.5% | -11.6% | -1.9% |
| 6M | +43.5% | +76.0% | -32.5% | +16.7% |
| YTD | -2.4% | +53.4% | -55.8% | -18.5% |
| 1Y | -13.5% | +43.8% | -57.3% | -26.7% |
| All | +20.8% | +46.4% | -25.7% | +14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling