-21.5%
PAYC vs BTG
+94.8%
-116.4%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.3% |
| 7D | -5.5% | -3.8% | -1.8% | -5.3% |
| 30D | +3.8% | +3.6% | +0.1% | +3.5% |
| 3M | +65.8% | +32.0% | +33.8% | +62.4% |
| 6M | +68.7% | +3.4% | +65.3% | +68.2% |
| YTD | +38.3% | +20.8% | +17.6% | +34.4% |
| 1Y | -2.4% | +22.4% | -24.8% | -6.2% |
| 3Y | -21.5% | +91.7% | -113.3% | -31.2% |
| All | -21.5% | +94.8% | -116.4% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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