-10.0%
BDX vs PAYC
-21.6%
+11.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.7% |
| 7D | -3.2% | -5.5% | +2.3% | -2.5% |
| 30D | -2.5% | +3.8% | -6.3% | -3.0% |
| 3M | +21.4% | +65.8% | -44.4% | +14.8% |
| 6M | +10.4% | +68.7% | -58.3% | +4.1% |
| YTD | +18.8% | +38.3% | -19.5% | +14.1% |
| 1Y | +21.7% | -2.4% | +24.1% | +20.7% |
| 3Y | -10.0% | -21.5% | +11.6% | -9.5% |
| All | -10.0% | -21.6% | +11.7% | -9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling