-10.7%
BURL vs PAYC
+43.2%
-53.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.1% | +0.9% |
| 7D | -0.8% | -9.5% | +8.7% | -0.9% |
| 30D | -4.4% | +3.3% | -7.7% | -4.1% |
| 3M | -28.6% | +14.5% | -43.1% | -28.1% |
| 6M | -12.3% | +76.0% | -88.3% | -8.8% |
| YTD | -11.3% | +53.4% | -64.6% | -12.4% |
| All | -10.7% | +43.2% | -53.9% | -14.3% |
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 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