-10.6%
BA vs PAYX
+7.8%
-18.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | +1.9% |
| 7D | +5.9% | +9.7% | -3.8% | +5.3% |
| 30D | -8.2% | +20.2% | -28.3% | -8.4% |
| 3M | -25.4% | +1.1% | -26.4% | -25.7% |
| 6M | -20.0% | +32.7% | -52.7% | -20.5% |
| YTD | -18.5% | +10.5% | -29.0% | -19.1% |
| 1Y | -10.6% | +8.7% | -19.4% | -11.2% |
| All | -10.6% | +7.8% | -18.4% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 1y: compounded portfolio wealth divided by compounded PAYX 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…
1y analysis · Full analysis span regression · 6 months rolling