+136.2%
BP vs PAYX
+21.7%
+114.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | +5.2% | -4.9% | +10.1% | +6.2% |
| 30D | +8.7% | -3.8% | +12.5% | +9.3% |
| 3M | +9.3% | +17.9% | -8.5% | +5.2% |
| 6M | +13.6% | +26.1% | -12.5% | +7.5% |
| YTD | +37.7% | +6.7% | +30.9% | +35.0% |
| 1Y | +40.6% | -10.7% | +51.4% | +44.3% |
| 3Y | +40.3% | +7.0% | +33.4% | +34.3% |
| All | +136.2% | +21.7% | +114.5% | +122.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling