+48.3%
PAYC vs BAM
+85.6%
-37.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +4.9% | -2.7% | +7.5% | +6.0% |
| 30D | +4.1% | +15.5% | -11.4% | -2.6% |
| 3M | +11.5% | -6.9% | +18.3% | +14.7% |
| 6M | +85.3% | +9.9% | +75.4% | +76.2% |
| YTD | +57.3% | +1.4% | +55.9% | +54.3% |
| 1Y | +52.6% | +3.3% | +49.3% | +47.9% |
| 3Y | +48.3% | +83.6% | -35.4% | +2.6% |
| All | +48.3% | +85.6% | -37.3% | +2.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling