+500.5%
PAYC vs BUD
-4.5%
+505.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.3% | +4.3% | +2.9% |
| 7D | -9.5% | +0.5% | -10.0% | -9.8% |
| 30D | +3.3% | +7.4% | -4.1% | +0.3% |
| 3M | +14.5% | +4.3% | +10.2% | +12.5% |
| 6M | +76.0% | +5.3% | +70.8% | +71.6% |
| YTD | +53.4% | +33.2% | +20.1% | +34.0% |
| 1Y | +43.8% | +31.8% | +12.0% | +26.2% |
| 3Y | +45.3% | +47.8% | -2.5% | +18.4% |
| 5Y | -48.9% | +50.2% | -99.1% | -59.3% |
| 10Y | +500.5% | -4.8% | +505.3% | +393.1% |
| All | +500.5% | -4.5% | +505.0% | +393.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling