+662.0%
PBR vs PAYC
+358.9%
+303.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.2% | -1.2% |
| 7D | +5.4% | -5.5% | +10.9% | +6.7% |
| 30D | +22.9% | +3.8% | +19.1% | +21.5% |
| 3M | +19.6% | +65.8% | -46.2% | +3.7% |
| 6M | +16.5% | +68.7% | -52.2% | -0.2% |
| YTD | +86.7% | +38.3% | +48.3% | +67.5% |
| 1Y | +74.7% | -2.4% | +77.1% | +71.6% |
| 3Y | +102.6% | -21.5% | +124.1% | +99.3% |
| 5Y | +566.6% | -52.7% | +619.3% | +632.0% |
| All | +662.0% | +358.9% | +303.2% | +297.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling