+392.7%
BAC vs PAYC
+351.9%
+40.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.1% | +0.8% |
| 7D | +0.6% | -8.7% | +9.4% | +2.7% |
| 30D | -1.4% | +1.2% | -2.5% | -1.8% |
| 3M | +15.7% | +58.6% | -42.9% | +2.1% |
| 6M | +32.2% | +56.6% | -24.4% | +16.1% |
| YTD | +15.8% | +36.2% | -20.5% | +4.9% |
| 1Y | +27.3% | -2.2% | +29.5% | +24.9% |
| 3Y | +137.5% | -22.3% | +159.7% | +135.3% |
| 5Y | +73.1% | -53.9% | +126.9% | +90.3% |
| All | +392.7% | +351.9% | +40.9% | +237.3% |
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 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