-38.3%
BAX vs PAYC
+352.8%
-391.2%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -5.4% | -10.2% | +4.7% | -3.6% |
| 30D | -12.4% | +2.0% | -14.4% | -12.7% |
| 3M | +19.1% | +58.3% | -39.2% | +8.9% |
| 6M | +38.6% | +64.5% | -25.9% | +25.2% |
| YTD | +26.7% | +36.5% | -9.8% | +18.0% |
| 1Y | +1.0% | -1.3% | +2.3% | -0.4% |
| 3Y | -33.9% | -22.1% | -11.8% | -34.2% |
| 5Y | -67.0% | -53.3% | -13.7% | -65.0% |
| All | -38.3% | +352.8% | -391.2% | -58.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling