+16.5%
BTDR vs PAYC
-54.0%
+70.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.2% | -6.7% | -6.5% |
| 7D | -3.2% | -10.2% | +7.0% | -2.2% |
| 30D | +32.7% | +2.0% | +30.7% | +32.4% |
| 3M | -28.4% | +58.3% | -86.7% | -32.9% |
| 6M | +51.7% | +64.5% | -12.8% | +40.2% |
| YTD | +2.9% | +36.5% | -33.7% | -2.0% |
| 1Y | -15.5% | -1.3% | -14.2% | -14.5% |
| 3Y | 0.0% | -22.1% | +22.1% | +0.5% |
| 5Y | +16.5% | -53.3% | +69.8% | +15.2% |
| All | +16.5% | -54.0% | +70.5% | +15.2% |
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