+349.2%
PAYC vs MDY
+177.2%
+172.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.4% |
| 7D | -5.5% | -1.9% | -3.7% | -3.4% |
| 30D | +3.8% | -4.6% | +8.4% | +9.5% |
| 3M | +65.8% | -1.2% | +67.0% | +67.2% |
| 6M | +68.7% | +9.2% | +59.5% | +48.9% |
| YTD | +38.3% | +13.1% | +25.3% | +16.5% |
| 1Y | -2.4% | +13.0% | -15.4% | -18.0% |
| 3Y | -21.5% | +49.2% | -70.8% | -54.1% |
| 5Y | -52.7% | +47.2% | -100.0% | -71.0% |
| All | +349.2% | +177.2% | +172.1% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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