+214.6%
BHP vs PAYC
+1,158.0%
-943.4%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.4% | +7.1% | +2.6% |
| 7D | +1.3% | -7.9% | +9.2% | +2.6% |
| 30D | +4.0% | +2.1% | +1.8% | +3.5% |
| 3M | +12.3% | +61.8% | -49.5% | +2.1% |
| 6M | +30.8% | +59.9% | -29.1% | +18.4% |
| YTD | +58.8% | +38.5% | +20.3% | +46.9% |
| 1Y | +76.8% | -1.4% | +78.2% | +74.2% |
| 3Y | +87.5% | -21.0% | +108.5% | +85.2% |
| 5Y | +123.9% | -52.9% | +176.8% | +138.1% |
| 10Y | +504.4% | +332.8% | +171.6% | +318.8% |
| All | +214.6% | +1,158.0% | -943.4% | +87.6% |
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