+258.5%
BN vs PAYC
+358.9%
-100.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.1% |
| 7D | -5.2% | -5.5% | +0.3% | -3.6% |
| 30D | -14.5% | +3.8% | -18.3% | -15.5% |
| 3M | -15.0% | +65.8% | -80.8% | -28.1% |
| 6M | -5.4% | +68.7% | -74.1% | -21.2% |
| YTD | -16.4% | +38.3% | -54.8% | -26.4% |
| 1Y | -16.2% | -2.4% | -13.9% | -18.0% |
| 3Y | +67.5% | -21.5% | +89.1% | +65.7% |
| 5Y | +34.1% | -52.7% | +86.8% | +50.9% |
| All | +258.5% | +358.9% | -100.4% | +130.4% |
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