+103.1%
BTI vs PAYC
+1,137.5%
-1,034.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.3% |
| 7D | -2.4% | -8.7% | +6.3% | -1.6% |
| 30D | -4.8% | +1.2% | -5.9% | -4.9% |
| 3M | -8.1% | +58.6% | -66.7% | -12.5% |
| 6M | -4.2% | +56.6% | -60.8% | -8.9% |
| YTD | -1.3% | +36.2% | -37.5% | -5.0% |
| 1Y | +2.1% | -2.2% | +4.3% | +1.6% |
| 3Y | +108.9% | -22.3% | +131.2% | +108.0% |
| 5Y | +114.5% | -53.9% | +168.3% | +122.1% |
| 10Y | +72.2% | +347.5% | -275.3% | +33.7% |
| All | +103.1% | +1,137.5% | -1,034.4% | +48.0% |
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