-26.1%
PAYC vs BAM
+80.8%
-107.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.7% | +3.4% |
| 7D | -0.5% | -2.0% | +1.5% | +0.2% |
| 30D | +5.2% | +13.7% | -8.5% | -0.5% |
| 3M | +18.0% | -4.8% | +22.7% | +20.0% |
| 6M | +81.6% | +7.6% | +74.0% | +75.0% |
| YTD | +57.3% | +1.2% | +56.1% | +54.6% |
| 1Y | +49.8% | -2.3% | +52.1% | +49.2% |
| 3Y | +49.0% | +84.1% | -35.1% | +14.9% |
| All | -26.1% | +80.8% | -107.0% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 10y: compounded portfolio wealth divided by compounded BAM 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…
10y analysis · Full analysis span regression · 6 months rolling