+492.4%
BR vs PAYC
+1,158.0%
-665.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.4% | +2.9% | -1.2% |
| 7D | -5.9% | -7.9% | +1.9% | -4.2% |
| 30D | +1.9% | +2.1% | -0.2% | +1.4% |
| 3M | +14.7% | +61.8% | -47.1% | +2.2% |
| 6M | -12.8% | +59.9% | -72.7% | -22.3% |
| YTD | -23.0% | +38.5% | -61.5% | -29.4% |
| 1Y | -31.7% | -1.4% | -30.3% | -32.7% |
| 3Y | -4.8% | -21.0% | +16.2% | -5.8% |
| 5Y | +7.8% | -52.9% | +60.7% | +15.9% |
| 10Y | +184.1% | +332.8% | -148.7% | +103.1% |
| All | +492.4% | +1,158.0% | -665.6% | +297.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling