+134.2%
BP vs PAYX
+167.8%
-33.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | +5.2% | -4.9% | +10.1% | +7.2% |
| 30D | +8.7% | -3.8% | +12.5% | +10.0% |
| 3M | +9.3% | +17.9% | -8.5% | +1.4% |
| 6M | +13.6% | +26.1% | -12.5% | +1.9% |
| YTD | +37.7% | +6.7% | +30.9% | +31.8% |
| 1Y | +40.6% | -10.7% | +51.4% | +45.3% |
| 3Y | +40.3% | +7.0% | +33.4% | +29.2% |
| 5Y | +141.4% | +22.6% | +118.8% | +99.9% |
| All | +134.2% | +167.8% | -33.7% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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