-0.8%
BB vs PAYC
+352.8%
-353.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | -2.1% | -10.2% | +8.1% | +1.7% |
| 30D | -16.0% | +2.0% | -18.0% | -16.8% |
| 3M | -14.5% | +58.3% | -72.8% | -30.3% |
| 6M | +118.6% | +64.5% | +54.1% | +74.4% |
| YTD | +98.9% | +36.5% | +62.4% | +70.0% |
| 1Y | +99.5% | -1.3% | +100.7% | +92.6% |
| 3Y | +65.4% | -22.1% | +87.5% | +62.7% |
| 5Y | -27.6% | -53.3% | +25.7% | -15.0% |
| All | -0.8% | +352.8% | -353.6% | -43.9% |
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 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