-5.6%
BR vs PAYC
-22.6%
+17.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -6.0% | -10.2% | +4.2% | -3.9% |
| 30D | -0.9% | +2.0% | -2.8% | -1.2% |
| 3M | +16.4% | +58.3% | -41.9% | +5.6% |
| 6M | -8.2% | +64.5% | -72.7% | -17.5% |
| YTD | -23.2% | +36.5% | -59.7% | -29.2% |
| 1Y | -30.9% | -1.3% | -29.7% | -33.4% |
| All | -5.6% | -22.6% | +17.0% | -7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling