+233.0%
BAC vs PAYC
+535.4%
-302.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.5% |
| 7D | -1.9% | -9.5% | +7.6% | +0.5% |
| 30D | -7.2% | +3.3% | -10.4% | -8.0% |
| 3M | -20.4% | +14.5% | -34.9% | -23.3% |
| 6M | +1.3% | +76.0% | -74.8% | -13.7% |
| YTD | -6.4% | +53.4% | -59.7% | -18.1% |
| 1Y | -3.5% | +43.8% | -47.3% | -14.2% |
| 3Y | +96.7% | +45.3% | +51.4% | +69.4% |
| 5Y | +20.6% | -48.9% | +69.5% | +30.5% |
| 10Y | +233.0% | +500.5% | -267.5% | +87.7% |
| All | +233.0% | +535.4% | -302.4% | +87.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling