-8.4%
BURL vs PAYC
+35.9%
-44.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.1% | +3.5% | -1.6% |
| 7D | +4.1% | -10.2% | +14.3% | +4.0% |
| 30D | -9.5% | +6.1% | -15.6% | -9.0% |
| 3M | -33.5% | +10.1% | -43.6% | -33.1% |
| 6M | -22.1% | +88.6% | -110.7% | -18.1% |
| YTD | -14.6% | +50.0% | -64.6% | -14.8% |
| 1Y | -8.4% | +46.1% | -54.4% | -9.2% |
| All | -8.4% | +35.9% | -44.2% | -9.2% |
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