+382.7%
BN vs PAYC
+1,328.5%
-945.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -1.0% | +4.9% | -5.9% | -2.2% |
| 30D | +14.0% | +4.1% | +9.8% | +12.7% |
| 3M | -9.0% | +11.5% | -20.5% | -11.7% |
| 6M | -8.8% | +85.3% | -94.1% | -23.6% |
| YTD | -10.3% | +57.3% | -67.5% | -22.2% |
| 1Y | -5.8% | +52.6% | -58.4% | -17.8% |
| 3Y | +94.8% | +48.3% | +46.5% | +68.5% |
| 5Y | +31.5% | -47.8% | +79.3% | +40.6% |
| 10Y | +291.9% | +515.9% | -224.0% | +166.0% |
| All | +382.7% | +1,328.5% | -945.8% | +203.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling