+8.2%
MUB vs PAYC
-22.8%
+31.0%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.5% |
| 7D | -0.7% | -8.7% | +8.0% | -0.7% |
| 30D | -2.0% | +1.2% | -3.1% | -2.0% |
| 3M | -2.5% | +58.6% | -61.1% | -2.9% |
| 6M | -2.3% | +56.6% | -59.0% | -2.7% |
| YTD | -1.3% | +36.2% | -37.5% | -1.6% |
| 1Y | +1.1% | -2.2% | +3.3% | +1.1% |
| All | +8.2% | -22.8% | +31.0% | +8.0% |
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