+576.1%
BR vs PAYC
+1,328.5%
-752.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.1% | +4.9% | -3.8% | 0.0% |
| 30D | +14.4% | +4.1% | +10.3% | +13.2% |
| 3M | +12.4% | +11.5% | +1.0% | +9.6% |
| 6M | +35.4% | +85.3% | -49.8% | +16.9% |
| YTD | -12.2% | +57.3% | -69.4% | -21.8% |
| 1Y | -12.7% | +52.6% | -65.3% | -21.8% |
| 3Y | +14.3% | +48.3% | -34.0% | +0.7% |
| 5Y | +19.3% | -47.8% | +67.1% | +25.1% |
| 10Y | +278.1% | +515.9% | -237.7% | +156.9% |
| All | +576.1% | +1,328.5% | -752.4% | +340.0% |
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