+139.4%
BAC vs PAYC
-18.2%
+157.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | +0.3% |
| 7D | +1.1% | -2.9% | +4.0% | +1.4% |
| 30D | -0.4% | +32.8% | -33.1% | -3.7% |
| 3M | +16.9% | +69.3% | -52.4% | +9.5% |
| 6M | +26.6% | +74.0% | -47.4% | +17.7% |
| YTD | +15.8% | +46.4% | -30.6% | +10.1% |
| 1Y | +27.2% | +4.2% | +23.0% | +26.9% |
| All | +139.4% | -18.2% | +157.6% | +141.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling