+38.3%
BAX vs PAYC
+51.3%
-13.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.1% | +4.9% | -4.8% | -0.5% |
| 30D | +4.1% | +4.1% | -0.1% | +3.7% |
| 3M | -4.5% | +11.5% | -16.0% | -5.7% |
| 6M | +49.2% | +85.3% | -36.0% | +36.9% |
| YTD | +35.2% | +57.3% | -22.0% | +29.9% |
| 1Y | +38.3% | +52.6% | -14.3% | +33.9% |
| All | +38.3% | +51.3% | -13.0% | +33.9% |
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