+216.9%
BURL vs PAYC
+356.0%
-139.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.7% | +6.3% | +3.7% |
| 7D | -2.8% | -2.9% | +0.1% | -2.0% |
| 30D | -28.2% | +32.8% | -60.9% | -34.4% |
| 3M | -17.6% | +69.3% | -86.9% | -30.3% |
| 6M | -11.8% | +74.0% | -85.8% | -26.9% |
| YTD | -8.1% | +46.4% | -54.6% | -20.3% |
| 1Y | -12.0% | +4.2% | -16.1% | -15.5% |
| 3Y | +63.3% | -19.7% | +83.0% | +60.2% |
| 5Y | -10.8% | -52.0% | +41.2% | +0.4% |
| All | +216.9% | +356.0% | -139.1% | +99.3% |
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