+171.4%
BRKR vs PAYC
+1,156.6%
-985.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.6% | -0.6% |
| 7D | -8.7% | -5.5% | -3.2% | -7.3% |
| 30D | -9.9% | +3.8% | -13.6% | -10.8% |
| 3M | -3.1% | +65.8% | -68.9% | -17.0% |
| 6M | +45.5% | +68.7% | -23.2% | +23.1% |
| YTD | +13.7% | +38.3% | -24.7% | +1.2% |
| 1Y | +67.4% | -2.4% | +69.8% | +63.4% |
| 3Y | -13.2% | -21.5% | +8.3% | -14.4% |
| 5Y | -39.5% | -52.7% | +13.2% | -33.7% |
| 10Y | +153.5% | +354.4% | -200.9% | +74.0% |
| All | +171.4% | +1,156.6% | -985.2% | +65.8% |
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 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