+20.7%
BMY vs PAYC
-22.6%
+43.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | -6.4% | -10.2% | +3.8% | -5.6% |
| 30D | +0.2% | +2.0% | -1.7% | +0.1% |
| 3M | +16.0% | +58.3% | -42.3% | +11.6% |
| 6M | +8.3% | +64.5% | -56.2% | +3.7% |
| YTD | +22.2% | +36.5% | -14.4% | +18.9% |
| 1Y | +41.7% | -1.3% | +43.0% | +42.0% |
| All | +20.7% | -22.6% | +43.4% | +19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling