+170.1%
MTB vs PAYC
+358.9%
-188.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.1% |
| 7D | 0.0% | -5.5% | +5.5% | +1.2% |
| 30D | -4.8% | +3.8% | -8.6% | -5.7% |
| 3M | +6.0% | +65.8% | -59.9% | -6.2% |
| 6M | +19.6% | +68.7% | -49.1% | +4.7% |
| YTD | +21.5% | +38.3% | -16.9% | +10.8% |
| 1Y | +24.7% | -2.4% | +27.1% | +22.9% |
| 3Y | +108.6% | -21.5% | +130.1% | +107.2% |
| 5Y | +106.7% | -52.7% | +159.4% | +123.1% |
| All | +170.1% | +358.9% | -188.8% | +93.3% |
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 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