+24.5%
BX vs PAYC
-21.6%
+46.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.1% | +2.2% |
| 7D | -5.6% | -5.5% | -0.1% | -4.5% |
| 30D | -12.2% | +3.8% | -16.0% | -12.9% |
| 3M | +7.4% | +65.8% | -58.4% | -4.6% |
| 6M | +22.2% | +68.7% | -46.5% | +7.4% |
| YTD | -14.0% | +38.3% | -52.4% | -21.0% |
| 1Y | -27.3% | -2.4% | -24.9% | -27.5% |
| 3Y | +24.5% | -21.5% | +46.1% | +27.4% |
| All | +24.5% | -21.6% | +46.2% | +27.4% |
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