+86.7%
BWA vs PAYC
-54.0%
+140.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.4% | +0.6% |
| 7D | -0.1% | -10.2% | +10.1% | +1.3% |
| 30D | -5.5% | +2.0% | -7.4% | -5.8% |
| 3M | -7.6% | +58.3% | -65.9% | -14.4% |
| 6M | +25.0% | +64.5% | -39.5% | +14.2% |
| YTD | +47.0% | +36.5% | +10.4% | +38.9% |
| 1Y | +54.0% | -1.3% | +55.3% | +55.7% |
| 3Y | +70.7% | -22.1% | +92.8% | +77.4% |
| 5Y | +86.7% | -53.3% | +140.0% | +102.8% |
| All | +86.7% | -54.0% | +140.7% | +102.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling