+51.2%
PAYC vs BAM
+85.9%
-34.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.9% | -6.0% | -5.5% |
| 7D | -10.2% | +9.7% | -19.9% | -13.9% |
| 30D | +6.1% | +19.0% | -12.8% | -1.9% |
| 3M | +10.1% | +0.6% | +9.5% | +9.5% |
| 6M | +88.6% | +11.1% | +77.6% | +78.8% |
| YTD | +50.0% | +4.2% | +45.8% | +45.6% |
| 1Y | +46.1% | +3.3% | +42.7% | +41.9% |
| 3Y | +51.2% | +88.8% | -37.6% | +7.4% |
| All | +51.2% | +85.9% | -34.7% | +7.4% |
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