+18.4%
BROS vs PAYC
-52.4%
+70.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.5% |
| 7D | -6.1% | -10.2% | +4.1% | -2.5% |
| 30D | -12.4% | +2.0% | -14.3% | -13.2% |
| 3M | -27.9% | +58.3% | -86.2% | -42.8% |
| 6M | -16.8% | +64.5% | -81.3% | -36.3% |
| YTD | -29.0% | +36.5% | -65.6% | -41.0% |
| 1Y | -33.2% | -1.3% | -31.9% | -35.5% |
| 3Y | +56.8% | -22.1% | +78.9% | +59.6% |
| All | +18.4% | -52.4% | +70.9% | +78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling