+88.8%
BP vs PAYC
+1,229.9%
-1,141.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.7% | +4.2% | +1.1% |
| 7D | +3.9% | -2.9% | +6.8% | +4.4% |
| 30D | +7.6% | +32.8% | -25.1% | +2.6% |
| 3M | +0.7% | +69.3% | -68.6% | -8.0% |
| 6M | +15.5% | +74.0% | -58.5% | +4.6% |
| YTD | +30.8% | +46.4% | -15.6% | +21.4% |
| 1Y | +34.3% | +4.2% | +30.1% | +31.5% |
| 3Y | +35.1% | -19.7% | +54.8% | +33.5% |
| 5Y | +126.8% | -52.0% | +178.9% | +138.6% |
| 10Y | +123.4% | +356.9% | -233.5% | +59.7% |
| All | +88.8% | +1,229.9% | -1,141.1% | +19.2% |
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