-3.8%
BAH vs PAYC
-53.3%
+49.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.5% | -0.1% |
| 7D | -4.3% | -7.9% | +3.6% | -3.2% |
| 30D | -4.5% | +2.1% | -6.6% | -4.8% |
| 3M | -7.6% | +61.8% | -69.4% | -14.5% |
| 6M | -10.6% | +59.9% | -70.5% | -17.3% |
| YTD | -12.6% | +38.5% | -51.1% | -17.8% |
| 1Y | -27.0% | -1.4% | -25.6% | -29.0% |
| 3Y | -31.5% | -21.0% | -10.5% | -32.7% |
| 5Y | -3.8% | -52.9% | +49.1% | +3.2% |
| All | -3.8% | -53.3% | +49.5% | +3.2% |
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