+256.9%
BNY vs PAYC
-52.9%
+309.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.2% |
| 7D | -1.3% | -5.5% | +4.2% | -0.5% |
| 30D | -0.2% | +3.8% | -3.9% | -0.8% |
| 3M | +14.9% | +65.8% | -50.9% | +4.8% |
| 6M | +40.0% | +68.7% | -28.7% | +26.6% |
| YTD | +42.0% | +38.3% | +3.6% | +32.8% |
| 1Y | +56.9% | -2.4% | +59.2% | +56.4% |
| 3Y | +289.9% | -21.5% | +311.4% | +294.1% |
| All | +256.9% | -52.9% | +309.8% | +269.5% |
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