+89.6%
BURL vs PAYC
+58.8%
+30.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.8% | +3.8% | -2.4% |
| 7D | +3.5% | -4.1% | +7.6% | +3.8% |
| 30D | -9.3% | +12.4% | -21.7% | -10.1% |
| 3M | -32.1% | +43.3% | -75.4% | -34.1% |
| 6M | -19.8% | +90.7% | -110.5% | -24.3% |
| YTD | -13.2% | +58.0% | -71.2% | -16.1% |
| 1Y | -7.8% | +37.4% | -45.2% | -9.1% |
| All | +89.6% | +58.8% | +30.8% | +118.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling