+60.7%
BMY vs PAYC
+358.9%
-298.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.3% |
| 7D | -4.8% | -5.5% | +0.7% | -4.2% |
| 30D | -0.1% | +3.8% | -3.9% | -0.5% |
| 3M | +13.1% | +65.8% | -52.7% | +6.5% |
| 6M | +8.4% | +68.7% | -60.3% | +1.5% |
| YTD | +22.0% | +38.3% | -16.4% | +16.6% |
| 1Y | +40.3% | -2.4% | +42.7% | +39.5% |
| 3Y | +20.5% | -21.5% | +42.1% | +20.0% |
| 5Y | +23.7% | -52.7% | +76.4% | +28.3% |
| All | +60.7% | +358.9% | -298.1% | +34.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling