+164.0%
PAYX vs BN
+265.2%
-101.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.3% |
| 7D | -4.9% | -5.2% | +0.3% | -2.5% |
| 30D | -3.8% | -14.5% | +10.7% | +3.3% |
| 3M | +17.9% | -15.0% | +32.9% | +26.7% |
| 6M | +26.1% | -5.4% | +31.5% | +27.8% |
| YTD | +6.7% | -16.4% | +23.2% | +14.1% |
| 1Y | -10.7% | -16.2% | +5.5% | -5.2% |
| 3Y | +7.0% | +67.5% | -60.6% | -23.0% |
| 5Y | +22.6% | +34.1% | -11.5% | -3.4% |
| All | +164.0% | +265.2% | -101.1% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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