+48.0%
BAX vs PAYC
+46.2%
+1.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.0% | +2.0% | +3.7% |
| 7D | +4.1% | +2.0% | +2.0% | +3.8% |
| 30D | +9.4% | +18.8% | -9.4% | +7.5% |
| 3M | -6.5% | +53.2% | -59.7% | -10.6% |
| 6M | +59.6% | +103.7% | -44.1% | +46.0% |
| YTD | +38.9% | +69.5% | -30.6% | +30.0% |
| 1Y | +48.0% | +48.8% | -0.8% | +40.2% |
| All | +48.0% | +46.2% | +1.8% | +40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling