+71.4%
BTI vs PAYC
+358.9%
-287.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.6% |
| 7D | -0.2% | -5.5% | +5.3% | +0.3% |
| 30D | -1.1% | +3.8% | -4.9% | -1.5% |
| 3M | -8.8% | +65.8% | -74.6% | -13.6% |
| 6M | -4.0% | +68.7% | -72.7% | -9.5% |
| YTD | +0.4% | +38.3% | -38.0% | -3.6% |
| 1Y | +1.9% | -2.4% | +4.3% | +1.5% |
| 3Y | +108.5% | -21.5% | +130.1% | +107.9% |
| 5Y | +118.5% | -52.7% | +171.2% | +127.6% |
| All | +71.4% | +358.9% | -287.4% | +24.3% |
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