+3.6%
PAYX vs BAM
+66.1%
-62.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.6% |
| 7D | -7.9% | -6.1% | -1.9% | -6.3% |
| 30D | -5.0% | -13.8% | +8.8% | -1.2% |
| 3M | +15.1% | +4.4% | +10.7% | +13.7% |
| 6M | +23.9% | +6.4% | +17.5% | +21.3% |
| YTD | +6.2% | -7.1% | +13.2% | +7.7% |
| 1Y | -9.6% | -11.8% | +2.2% | -7.3% |
| 3Y | +5.8% | +50.2% | -44.3% | -7.3% |
| All | +3.6% | +66.1% | -62.5% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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