+33.2%
MUB vs PAYC
+1,292.9%
-1,259.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | +0.2% |
| 7D | +0.4% | -9.5% | +10.0% | +0.6% |
| 30D | +3.9% | +3.3% | +0.6% | +3.8% |
| 3M | -0.2% | +14.5% | -14.8% | -0.5% |
| 6M | -0.4% | +76.0% | -76.4% | -1.3% |
| YTD | +0.5% | +53.4% | -52.8% | -0.3% |
| 1Y | +0.7% | +43.8% | -43.1% | 0.0% |
| 3Y | +11.1% | +45.3% | -34.2% | +10.0% |
| 5Y | +3.7% | -48.9% | +52.6% | +4.1% |
| 10Y | +22.9% | +500.5% | -477.6% | +22.2% |
| All | +33.2% | +1,292.9% | -1,259.7% | +33.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling