+296.6%
BN vs PAYC
+510.1%
-213.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.7% |
| 7D | -0.3% | -0.5% | +0.2% | -0.2% |
| 30D | +13.6% | +5.2% | +8.4% | +11.7% |
| 3M | -6.7% | +18.0% | -24.6% | -11.4% |
| 6M | -9.0% | +81.6% | -90.6% | -25.7% |
| YTD | -8.8% | +57.3% | -66.1% | -22.9% |
| 1Y | -10.6% | +49.8% | -60.4% | -23.4% |
| 3Y | +98.8% | +49.0% | +49.8% | +66.6% |
| 5Y | +33.6% | -47.8% | +81.5% | +46.8% |
| All | +296.6% | +510.1% | -213.5% | +134.9% |
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