-22.1%
BA vs PAYC
-52.1%
+30.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.1% | +5.6% | +1.5% |
| 7D | +1.1% | -10.2% | +11.3% | +3.1% |
| 30D | -7.9% | +6.1% | -14.1% | -9.1% |
| 3M | -25.3% | +10.1% | -35.4% | -26.9% |
| 6M | -24.6% | +88.6% | -113.2% | -34.9% |
| YTD | -20.1% | +50.0% | -70.1% | -27.9% |
| 1Y | -11.8% | +46.1% | -57.8% | -19.9% |
| 3Y | -10.1% | +51.2% | -61.3% | -21.2% |
| All | -22.1% | -52.1% | +30.0% | +0.2% |
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