+56.7%
BDX vs PAYC
+358.9%
-302.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.6% |
| 7D | -3.2% | -5.5% | +2.3% | -2.3% |
| 30D | -2.5% | +3.8% | -6.3% | -3.2% |
| 3M | +21.4% | +65.8% | -44.4% | +11.7% |
| 6M | +10.4% | +68.7% | -58.3% | +0.9% |
| YTD | +18.8% | +38.3% | -19.5% | +11.6% |
| 1Y | +21.7% | -2.4% | +24.1% | +20.6% |
| 3Y | -10.0% | -21.5% | +11.6% | -10.4% |
| 5Y | -1.8% | -52.7% | +50.9% | +3.6% |
| All | +56.7% | +358.9% | -302.2% | +11.4% |
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