+1,452.9%
BA vs PAYX
+35,710.1%
-34,257.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.5% | -0.2% |
| 7D | -1.1% | -1.2% | +0.1% | -0.7% |
| 30D | -7.1% | +7.8% | -15.0% | -9.3% |
| 3M | -25.5% | -6.8% | -18.7% | -24.1% |
| 6M | -28.7% | +31.3% | -60.0% | -35.2% |
| YTD | -21.0% | +7.7% | -28.7% | -24.1% |
| 1Y | -11.9% | +8.1% | -19.9% | -15.4% |
| 3Y | -16.2% | +12.2% | -28.3% | -21.3% |
| 5Y | -22.4% | +8.9% | -31.3% | -26.4% |
| 10Y | +24.5% | +179.0% | -154.4% | -6.6% |
| All | +1,452.9% | +35,710.1% | -34,257.2% | +500.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling