+14.6%
BEN vs PAYC
+1,229.9%
-1,215.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.7% | +7.2% | +4.3% |
| 7D | +0.2% | -2.9% | +3.1% | +0.8% |
| 30D | -0.5% | +32.8% | -33.3% | -7.5% |
| 3M | +9.7% | +69.3% | -59.6% | -4.0% |
| 6M | +33.9% | +74.0% | -40.1% | +15.6% |
| YTD | +49.0% | +46.4% | +2.6% | +33.5% |
| 1Y | +42.1% | +4.2% | +37.9% | +37.6% |
| 3Y | +51.9% | -19.7% | +71.6% | +49.8% |
| 5Y | +39.0% | -52.0% | +91.1% | +49.6% |
| 10Y | +57.9% | +356.9% | -299.0% | +12.0% |
| All | +14.6% | +1,229.9% | -1,215.3% | -27.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling