+28.1%
BA vs PAYC
+451.9%
-423.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.7% | -11.1% | +9.4% | +1.8% |
| 30D | -9.5% | +1.8% | -11.3% | -10.1% |
| 3M | -26.5% | +10.2% | -36.7% | -29.0% |
| 6M | -27.4% | +73.5% | -100.9% | -40.7% |
| YTD | -20.6% | +49.4% | -70.0% | -32.7% |
| 1Y | -11.4% | +47.2% | -58.6% | -24.7% |
| 3Y | -10.8% | +44.4% | -55.3% | -27.2% |
| 5Y | -21.9% | -52.1% | +30.2% | -10.9% |
| 10Y | +28.1% | +474.3% | -446.1% | -18.8% |
| All | +28.1% | +451.9% | -423.8% | -18.8% |
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