-16.1%
BA vs PAYC
+50.1%
-66.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.3% | -2.0% |
| 7D | -0.6% | -0.5% | -0.1% | -0.5% |
| 30D | -8.0% | +5.2% | -13.2% | -8.6% |
| 3M | -25.8% | +18.0% | -43.8% | -27.3% |
| 6M | -27.6% | +81.6% | -109.2% | -33.8% |
| YTD | -21.0% | +57.3% | -78.2% | -26.1% |
| 1Y | -12.3% | +49.8% | -62.1% | -17.2% |
| All | -16.1% | +50.1% | -66.3% | -22.9% |
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