+33.2%
BN vs PAYC
-53.8%
+87.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.5% |
| 7D | -3.0% | -8.7% | +5.8% | -0.7% |
| 30D | -13.0% | +1.2% | -14.2% | -13.3% |
| 3M | -15.2% | +58.6% | -73.8% | -26.2% |
| 6M | -5.9% | +56.6% | -62.5% | -18.5% |
| YTD | -15.8% | +36.2% | -52.0% | -24.3% |
| 1Y | -12.2% | -2.2% | -10.0% | -13.1% |
| 3Y | +72.2% | -22.3% | +94.5% | +75.1% |
| 5Y | +33.2% | -53.9% | +87.1% | +49.8% |
| All | +33.2% | -53.8% | +87.0% | +49.8% |
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 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