+66.0%
BHP vs PAYC
+5.6%
+60.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.7% | +1.2% | -3.0% |
| 7D | -5.0% | -2.9% | -2.1% | -5.3% |
| 30D | +1.2% | +32.8% | -31.6% | +5.7% |
| 3M | +1.8% | +69.3% | -67.4% | +11.1% |
| 6M | +18.0% | +74.0% | -56.0% | +29.8% |
| YTD | +52.7% | +46.4% | +6.3% | +70.0% |
| 1Y | +66.0% | +4.2% | +61.8% | +87.1% |
| All | +66.0% | +5.6% | +60.4% | +87.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling