+1,450.8%
PAYC vs BUD
-1.8%
+1,452.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.8% | -3.7% |
| 7D | -2.9% | +0.3% | -3.2% | -3.0% |
| 30D | +32.8% | -5.7% | +38.4% | +35.8% |
| 3M | +69.3% | +3.1% | +66.2% | +66.6% |
| 6M | +74.0% | +7.9% | +66.1% | +66.5% |
| YTD | +46.4% | +27.3% | +19.1% | +29.8% |
| 1Y | +4.2% | +37.8% | -33.6% | -11.0% |
| 3Y | -19.7% | +49.8% | -69.6% | -35.7% |
| 5Y | -52.0% | +43.8% | -95.9% | -61.6% |
| 10Y | +356.9% | -22.6% | +379.5% | +339.2% |
| All | +1,450.8% | -1.8% | +1,452.6% | +1,302.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling