+343.3%
PAYC vs BUD
-22.8%
+366.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -10.2% | -3.2% | -7.0% | -9.0% |
| 30D | +2.0% | -3.7% | +5.6% | +3.5% |
| 3M | +58.3% | -4.4% | +62.7% | +60.7% |
| 6M | +64.5% | +7.7% | +56.8% | +57.8% |
| YTD | +36.5% | +23.1% | +13.5% | +23.1% |
| 1Y | -1.3% | +33.6% | -34.9% | -14.2% |
| 3Y | -22.1% | +44.7% | -66.8% | -36.4% |
| 5Y | -53.3% | +44.9% | -98.3% | -62.6% |
| All | +343.3% | -22.8% | +366.2% | +294.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BUD 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling