+19.6%
BTDR vs PAYC
-42.3%
+61.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +3.6% |
| 7D | -3.4% | -5.5% | +2.1% | -2.9% |
| 30D | +32.6% | +3.8% | +28.8% | +32.1% |
| 3M | -32.2% | +65.8% | -98.0% | -36.8% |
| 6M | +52.4% | +68.7% | -16.3% | +40.6% |
| YTD | +6.7% | +38.3% | -31.7% | +1.6% |
| 1Y | -15.2% | -2.4% | -12.9% | -14.0% |
| 3Y | +14.9% | -21.5% | +36.4% | +15.3% |
| 5Y | +20.8% | -52.7% | +73.5% | +20.0% |
| All | +19.6% | -42.3% | +61.9% | +18.8% |
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 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