+187.0%
BR vs PAYC
+358.9%
-171.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.6% |
| 7D | -3.0% | -5.5% | +2.5% | -1.6% |
| 30D | -0.3% | +3.8% | -4.1% | -1.3% |
| 3M | +17.3% | +65.8% | -48.5% | +1.9% |
| 6M | -6.7% | +68.7% | -75.4% | -19.6% |
| YTD | -23.4% | +38.3% | -61.8% | -30.7% |
| 1Y | -32.7% | -2.4% | -30.3% | -33.7% |
| 3Y | -5.9% | -21.5% | +15.6% | -6.9% |
| 5Y | +8.4% | -52.7% | +61.1% | +18.7% |
| All | +187.0% | +358.9% | -171.8% | +71.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling