+72.9%
PBR vs PAYC
+46.2%
+26.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.0% | -8.9% | -7.0% |
| 7D | -11.0% | +2.0% | -13.0% | -11.0% |
| 30D | -18.8% | +18.8% | -37.5% | -18.5% |
| 3M | +7.8% | +53.2% | -45.4% | +9.0% |
| 6M | -7.6% | +103.7% | -111.3% | -5.2% |
| YTD | +72.7% | +69.5% | +3.2% | +76.4% |
| 1Y | +72.9% | +48.8% | +24.1% | +78.6% |
| All | +72.9% | +46.2% | +26.8% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 1y: compounded portfolio wealth divided by compounded PAYC 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…
1y analysis · Full analysis span regression · 6 months rolling