+828.8%
BURL vs PAYC
+1,335.2%
-506.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.8% | +3.8% | -1.3% |
| 7D | +3.5% | -4.1% | +7.6% | +4.5% |
| 30D | -9.3% | +12.4% | -21.7% | -12.0% |
| 3M | -32.1% | +43.3% | -75.4% | -38.6% |
| 6M | -19.8% | +90.7% | -110.5% | -33.4% |
| YTD | -13.2% | +58.0% | -71.2% | -24.9% |
| 1Y | -7.8% | +37.4% | -45.2% | -17.5% |
| 3Y | +89.3% | +61.1% | +28.2% | +56.7% |
| 5Y | -15.8% | -49.1% | +33.3% | -8.9% |
| 10Y | +262.2% | +497.7% | -235.5% | +137.6% |
| All | +828.8% | +1,335.2% | -506.4% | +470.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling