+72.9%
BAC vs PAYC
-53.3%
+126.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.4% | +4.9% | +0.4% |
| 7D | +1.2% | -7.9% | +9.1% | +2.5% |
| 30D | -0.7% | +2.1% | -2.9% | -1.2% |
| 3M | +16.9% | +61.8% | -44.8% | +6.7% |
| 6M | +29.6% | +59.9% | -30.3% | +17.8% |
| YTD | +15.3% | +38.5% | -23.2% | +7.4% |
| 1Y | +28.8% | -1.4% | +30.2% | +28.0% |
| 3Y | +136.4% | -21.0% | +157.4% | +138.0% |
| 5Y | +72.9% | -52.9% | +125.8% | +77.0% |
| All | +72.9% | -53.3% | +126.2% | +77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling