+26.7%
BTDR vs PAYC
-42.3%
+69.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -5.4% | +7.7% | +2.9% |
| 7D | +22.4% | -7.9% | +30.3% | +23.3% |
| 30D | +16.5% | +2.1% | +14.3% | +16.2% |
| 3M | -31.5% | +61.8% | -93.2% | -35.9% |
| 6M | +74.0% | +59.9% | +14.1% | +62.1% |
| YTD | +13.0% | +38.5% | -25.5% | +7.7% |
| 1Y | -0.2% | -1.4% | +1.1% | +1.0% |
| 3Y | +9.9% | -21.0% | +30.9% | +10.3% |
| 5Y | +28.1% | -52.9% | +81.0% | +27.2% |
| All | +26.7% | -42.3% | +69.0% | +25.9% |
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