+20.0%
BEN vs PAYC
+1,328.5%
-1,308.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +6.8% | +4.9% | +1.9% | +5.7% |
| 30D | +18.0% | +4.1% | +13.9% | +16.7% |
| 3M | +7.5% | +11.5% | -4.0% | +4.5% |
| 6M | +14.7% | +85.3% | -70.6% | -2.1% |
| YTD | +56.1% | +57.3% | -1.2% | +37.3% |
| 1Y | +69.6% | +52.6% | +17.0% | +50.2% |
| 3Y | +87.7% | +48.3% | +39.4% | +64.3% |
| 5Y | +28.6% | -47.8% | +76.5% | +35.6% |
| 10Y | +59.8% | +515.9% | -456.1% | +8.3% |
| All | +20.0% | +1,328.5% | -1,308.5% | -25.2% |
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