+97.4%
BP vs PAYC
+1,328.4%
-1,231.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.5% | -1.3% | +0.8% |
| 7D | +2.5% | -0.5% | +3.0% | +2.6% |
| 30D | -5.6% | +5.2% | -10.7% | -6.4% |
| 3M | +8.0% | +18.0% | -9.9% | +5.0% |
| 6M | +5.7% | +81.6% | -76.0% | -4.8% |
| YTD | +36.8% | +57.3% | -20.4% | +25.4% |
| 1Y | +30.7% | +49.8% | -19.1% | +20.7% |
| 3Y | +51.6% | +49.0% | +2.6% | +37.1% |
| 5Y | +112.2% | -47.8% | +160.1% | +120.3% |
| 10Y | +138.6% | +515.8% | -377.2% | +64.2% |
| All | +97.4% | +1,328.4% | -1,231.0% | +23.1% |
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 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