+134.1%
BP vs PAYC
+358.9%
-224.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.2% |
| 7D | +5.2% | -5.5% | +10.7% | +6.1% |
| 30D | +8.7% | +3.8% | +4.9% | +7.9% |
| 3M | +9.3% | +65.8% | -56.5% | -0.2% |
| 6M | +13.6% | +68.7% | -55.1% | +2.9% |
| YTD | +37.7% | +38.3% | -0.7% | +28.5% |
| 1Y | +40.6% | -2.4% | +43.0% | +39.2% |
| 3Y | +40.3% | -21.5% | +61.9% | +39.4% |
| 5Y | +141.4% | -52.7% | +194.1% | +156.9% |
| All | +134.1% | +358.9% | -224.7% | +81.1% |
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