-27.8%
BB vs PAYC
-53.8%
+26.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -0.9% |
| 7D | +1.8% | -8.7% | +10.6% | +5.2% |
| 30D | -12.2% | +1.2% | -13.4% | -12.8% |
| 3M | -12.3% | +58.6% | -70.9% | -29.4% |
| 6M | +122.7% | +56.6% | +66.1% | +78.9% |
| YTD | +104.5% | +36.2% | +68.2% | +73.7% |
| 1Y | +106.7% | -2.2% | +108.9% | +102.2% |
| 3Y | +70.0% | -22.3% | +92.3% | +72.5% |
| 5Y | -27.8% | -53.9% | +26.1% | -13.1% |
| All | -27.8% | -53.8% | +26.1% | -13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling