-12.3%
BURL vs PAYC
+46.9%
-59.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.3% | -1.7% |
| 7D | +0.4% | -0.5% | +0.9% | +0.4% |
| 30D | -4.3% | +5.2% | -9.5% | -4.0% |
| 3M | -28.8% | +18.0% | -46.7% | -28.2% |
| 6M | -12.8% | +81.6% | -94.4% | -9.3% |
| YTD | -12.8% | +57.3% | -70.1% | -13.9% |
| 1Y | -12.3% | +49.8% | -62.1% | -15.7% |
| All | -12.3% | +46.9% | -59.1% | -15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling