+72.6%
BWA vs PAYC
-21.6%
+94.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.1% | +1.4% |
| 7D | -1.3% | -5.5% | +4.2% | -1.2% |
| 30D | -2.9% | +3.8% | -6.7% | -3.0% |
| 3M | -10.7% | +65.8% | -76.5% | -12.1% |
| 6M | +26.5% | +68.7% | -42.2% | +23.9% |
| YTD | +49.1% | +38.3% | +10.8% | +49.7% |
| 1Y | +52.1% | -2.4% | +54.4% | +59.6% |
| 3Y | +72.6% | -21.5% | +94.1% | +91.2% |
| All | +72.6% | -21.6% | +94.2% | +91.2% |
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 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