-0.9%
BA vs PAYC
-51.7%
+50.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.7% | +4.5% | +1.5% |
| 7D | +1.2% | -2.9% | +4.0% | +1.7% |
| 30D | -11.6% | +32.8% | -44.4% | -17.0% |
| 3M | -2.4% | +69.3% | -71.7% | -13.3% |
| 6M | -6.6% | +74.0% | -80.6% | -18.1% |
| YTD | -2.2% | +46.4% | -48.7% | -11.1% |
| 1Y | -8.0% | +4.2% | -12.2% | -9.7% |
| 3Y | -5.0% | -19.7% | +14.7% | -3.6% |
| All | -0.9% | -51.7% | +50.8% | +4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling