+1,343.1%
PAYC vs BTG
+159.1%
+1,183.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.7% |
| 7D | -8.7% | +2.4% | -11.2% | -8.8% |
| 30D | +1.2% | +9.5% | -8.3% | +0.7% |
| 3M | +58.6% | +38.5% | +20.1% | +56.1% |
| 6M | +56.6% | +5.6% | +51.0% | +55.7% |
| YTD | +36.2% | +23.9% | +12.3% | +34.1% |
| 1Y | -2.2% | +32.1% | -34.3% | -4.3% |
| 3Y | -22.3% | +103.2% | -125.5% | -26.0% |
| 5Y | -53.9% | +79.7% | -133.6% | -56.0% |
| 10Y | +347.5% | +159.1% | +188.4% | +342.1% |
| All | +1,343.1% | +159.1% | +1,183.9% | +1,517.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling