+433.4%
BAH vs PAYC
+1,328.4%
-895.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.4% | -0.3% |
| 7D | -2.6% | -0.5% | -2.1% | -2.5% |
| 30D | +20.4% | +5.2% | +15.2% | +19.3% |
| 3M | +11.9% | +18.0% | -6.1% | +8.7% |
| 6M | +17.1% | +81.6% | -64.5% | +5.5% |
| YTD | +5.5% | +57.3% | -51.7% | -3.0% |
| 1Y | +5.6% | +49.8% | -44.2% | -2.2% |
| 3Y | -26.5% | +49.0% | -75.5% | -33.0% |
| 5Y | +6.5% | -47.8% | +54.3% | +9.5% |
| 10Y | +203.0% | +515.8% | -312.8% | +112.7% |
| All | +433.4% | +1,328.4% | -895.0% | +236.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling