+25.2%
BMY vs PAYC
-54.1%
+79.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.3% |
| 7D | -4.8% | -8.7% | +3.9% | -4.2% |
| 30D | -0.7% | +1.2% | -1.8% | -0.7% |
| 3M | +15.3% | +58.6% | -43.3% | +11.6% |
| 6M | +8.5% | +56.6% | -48.1% | +5.0% |
| YTD | +23.4% | +36.2% | -12.8% | +20.5% |
| 1Y | +42.9% | -2.2% | +45.1% | +42.7% |
| 3Y | +22.0% | -22.3% | +44.3% | +21.2% |
| All | +25.2% | -54.1% | +79.3% | +19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling