+37.9%
BAX vs PAYC
+46.9%
-8.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.5% | -4.8% | -2.6% |
| 7D | +0.4% | -0.5% | +0.8% | +0.4% |
| 30D | +3.4% | +5.2% | -1.7% | +2.9% |
| 3M | -4.5% | +18.0% | -22.4% | -6.1% |
| 6M | +44.0% | +81.6% | -37.6% | +32.3% |
| YTD | +34.9% | +57.3% | -22.4% | +29.5% |
| 1Y | +37.9% | +49.8% | -11.9% | +34.9% |
| All | +37.9% | +46.9% | -8.9% | +34.9% |
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