+532.2%
BE vs PAYC
-48.2%
+580.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | +10.8% | +4.9% | +6.0% | +9.2% |
| 30D | -19.8% | +4.1% | -23.9% | -21.1% |
| 3M | -18.7% | +11.5% | -30.2% | -22.3% |
| 6M | -33.7% | +85.3% | -119.0% | -50.0% |
| YTD | +121.0% | +57.3% | +63.7% | +74.7% |
| 1Y | +85.4% | +52.6% | +32.8% | +48.4% |
| 3Y | +1,709.5% | +48.3% | +1,661.2% | +1,253.9% |
| All | +532.2% | -48.2% | +580.4% | +880.1% |
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