+1,218.2%
BE vs PAYC
-54.0%
+1,272.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | +9.7% | -10.2% | +19.9% | +13.3% |
| 30D | +22.4% | +2.0% | +20.4% | +20.9% |
| 3M | +10.4% | +58.3% | -47.9% | -11.2% |
| 6M | +67.9% | +64.5% | +3.4% | +29.2% |
| YTD | +197.5% | +36.5% | +161.0% | +146.4% |
| 1Y | +310.6% | -1.3% | +311.8% | +297.5% |
| 3Y | +1,657.2% | -22.1% | +1,679.4% | +1,690.1% |
| 5Y | +1,218.2% | -53.3% | +1,271.5% | +1,949.4% |
| All | +1,218.2% | -54.0% | +1,272.2% | +1,949.4% |
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 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