+255.1%
BURL vs PAYC
+451.9%
-196.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.3% |
| 7D | +7.7% | -11.1% | +18.8% | +11.3% |
| 30D | -7.1% | +1.8% | -9.0% | -7.7% |
| 3M | -30.3% | +10.2% | -40.5% | -32.5% |
| 6M | -15.5% | +73.5% | -89.1% | -29.7% |
| YTD | -11.0% | +49.4% | -60.4% | -23.4% |
| 1Y | -8.4% | +47.2% | -55.6% | -21.1% |
| 3Y | +96.7% | +44.4% | +52.2% | +63.0% |
| 5Y | -14.1% | -52.1% | +38.0% | -2.7% |
| 10Y | +255.1% | +474.3% | -219.2% | +126.6% |
| All | +255.1% | +451.9% | -196.9% | +126.6% |
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