+1,003.0%
BE vs PAYC
+105.2%
+897.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.3% | +5.3% | +6.1% |
| 7D | +9.0% | -5.5% | +14.6% | +11.6% |
| 30D | +16.3% | +3.8% | +12.5% | +13.5% |
| 3M | +10.8% | +65.8% | -55.0% | -19.3% |
| 6M | +73.2% | +68.7% | +4.5% | +20.7% |
| YTD | +217.4% | +38.3% | +179.0% | +141.3% |
| 1Y | +309.8% | -2.4% | +312.2% | +275.1% |
| 3Y | +1,726.2% | -21.5% | +1,747.7% | +1,591.1% |
| 5Y | +1,306.2% | -52.7% | +1,358.9% | +1,698.5% |
| All | +1,003.0% | +105.2% | +897.8% | +570.6% |
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