+35,385.9%
PAYX vs BTI
+6,041.1%
+29,344.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | -4.9% | -0.2% | -4.7% | -4.8% |
| 30D | -3.8% | -1.1% | -2.7% | -3.6% |
| 3M | +17.9% | -8.8% | +26.6% | +20.3% |
| 6M | +26.1% | -4.0% | +30.0% | +26.7% |
| YTD | +6.7% | +0.4% | +6.4% | +5.9% |
| 1Y | -10.7% | +1.9% | -12.7% | -11.8% |
| 3Y | +7.0% | +108.5% | -101.5% | -11.1% |
| 5Y | +22.6% | +118.5% | -95.9% | +0.3% |
| 10Y | +166.5% | +75.1% | +91.4% | +123.5% |
| All | +35,385.9% | +6,041.1% | +29,344.8% | +15,984.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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