-16.5%
PAYC vs BUD
+49.8%
-66.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.8% | -3.7% |
| 7D | -2.9% | +0.3% | -3.2% | -2.9% |
| 30D | +32.8% | -5.7% | +38.4% | +33.6% |
| 3M | +69.3% | +3.1% | +66.2% | +68.2% |
| 6M | +74.0% | +7.9% | +66.1% | +71.2% |
| YTD | +46.4% | +27.3% | +19.1% | +38.2% |
| 1Y | +4.2% | +37.8% | -33.6% | -3.5% |
| All | -16.5% | +49.8% | -66.3% | -29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling