+233.9%
BURL vs PAYC
+510.1%
-276.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.3% | -2.5% |
| 7D | +0.4% | -0.5% | +0.9% | +0.5% |
| 30D | -4.3% | +5.2% | -9.5% | -5.8% |
| 3M | -28.8% | +18.0% | -46.7% | -32.4% |
| 6M | -12.8% | +81.6% | -94.4% | -28.4% |
| YTD | -12.8% | +57.3% | -70.1% | -26.1% |
| 1Y | -12.3% | +49.8% | -62.1% | -24.7% |
| 3Y | +92.7% | +49.0% | +43.7% | +58.4% |
| 5Y | -6.5% | -47.8% | +41.3% | +3.1% |
| All | +233.9% | +510.1% | -276.2% | +114.0% |
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 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