+1,397.0%
BP vs PAYX
+35,064.1%
-33,667.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.6% | +2.2% |
| 7D | +4.0% | -7.5% | +11.4% | +5.6% |
| 30D | +7.8% | -5.3% | +13.1% | +8.9% |
| 3M | +8.4% | +15.6% | -7.3% | +4.7% |
| 6M | +15.1% | +19.5% | -4.4% | +10.1% |
| YTD | +36.4% | +5.8% | +30.6% | +33.6% |
| 1Y | +40.9% | -10.9% | +51.8% | +42.9% |
| 3Y | +38.8% | +5.4% | +33.4% | +34.6% |
| 5Y | +141.1% | +20.4% | +120.7% | +125.5% |
| 10Y | +133.9% | +164.1% | -30.2% | +86.5% |
| All | +1,397.0% | +35,064.1% | -33,667.2% | +746.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling