+36.4%
BP vs PAYC
-22.2%
+58.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.4% | +7.8% | +2.8% |
| 7D | +0.9% | -7.9% | +8.8% | +1.4% |
| 30D | +9.1% | +2.1% | +7.0% | +8.9% |
| 3M | +3.9% | +61.8% | -57.9% | +0.2% |
| 6M | +13.6% | +59.9% | -46.3% | +9.6% |
| YTD | +34.0% | +38.5% | -4.5% | +30.7% |
| 1Y | +39.2% | -1.4% | +40.5% | +40.1% |
| 3Y | +36.4% | -21.0% | +57.4% | +39.6% |
| All | +36.4% | -22.2% | +58.6% | +39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling