-29.6%
PAYC vs BAM
+86.2%
-115.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.9% | -6.0% | -5.5% |
| 7D | -10.2% | +9.7% | -19.9% | -13.6% |
| 30D | +6.1% | +19.0% | -12.8% | -1.3% |
| 3M | +10.1% | +0.6% | +9.5% | +9.5% |
| 6M | +88.6% | +11.1% | +77.6% | +79.5% |
| YTD | +50.0% | +4.2% | +45.8% | +45.8% |
| 1Y | +46.1% | +3.3% | +42.7% | +42.2% |
| 3Y | +51.2% | +88.8% | -37.6% | +15.4% |
| All | -29.6% | +86.2% | -115.8% | -45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling