+156.8%
BITO vs PAYX
+6.4%
+150.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -3.4% | -4.9% | +1.4% | -2.5% |
| 30D | +21.4% | -3.8% | +25.2% | +22.4% |
| 3M | +20.5% | +17.9% | +2.6% | +16.0% |
| 6M | +7.4% | +26.1% | -18.7% | +1.4% |
| YTD | -13.9% | +6.7% | -20.6% | -14.9% |
| 1Y | -35.1% | -10.7% | -24.3% | -32.3% |
| 3Y | +156.8% | +7.0% | +149.9% | +142.8% |
| All | +156.8% | +6.4% | +150.4% | +142.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 3y: compounded portfolio wealth divided by compounded PAYX 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…
3y analysis · Full analysis span regression · 6 months rolling