+285.2%
BRO vs PAYC
+358.9%
-73.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.5% |
| 7D | -7.3% | -5.5% | -1.8% | -6.1% |
| 30D | -6.9% | +3.8% | -10.6% | -7.6% |
| 3M | +10.7% | +65.8% | -55.1% | -1.9% |
| 6M | -2.7% | +68.7% | -71.4% | -14.5% |
| YTD | -16.3% | +38.3% | -54.7% | -23.4% |
| 1Y | -29.1% | -2.4% | -26.7% | -30.1% |
| 3Y | -7.8% | -21.5% | +13.7% | -8.7% |
| 5Y | +18.7% | -52.7% | +71.4% | +28.0% |
| All | +285.2% | +358.9% | -73.7% | +180.4% |
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