+100.0%
MSI vs PAYC
-53.8%
+153.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +1.0% | -0.4% |
| 7D | -4.0% | -8.7% | +4.8% | -2.5% |
| 30D | -0.5% | +1.2% | -1.6% | -0.7% |
| 3M | +11.4% | +58.6% | -47.2% | +3.0% |
| 6M | +1.0% | +56.6% | -55.6% | -6.8% |
| YTD | +20.7% | +36.2% | -15.6% | +13.6% |
| 1Y | -2.7% | -2.2% | -0.5% | -3.5% |
| 3Y | +68.2% | -22.3% | +90.5% | +69.8% |
| 5Y | +100.0% | -53.9% | +153.8% | +113.6% |
| All | +100.0% | -53.8% | +153.8% | +113.6% |
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