+542.7%
PBR vs PAYC
-52.9%
+595.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.2% | -0.9% |
| 7D | +5.4% | -5.5% | +10.9% | +5.7% |
| 30D | +22.9% | +3.8% | +19.1% | +22.5% |
| 3M | +19.6% | +65.8% | -46.2% | +15.0% |
| 6M | +16.5% | +68.7% | -52.2% | +11.6% |
| YTD | +86.7% | +38.3% | +48.3% | +81.6% |
| 1Y | +74.7% | -2.4% | +77.1% | +75.1% |
| 3Y | +102.6% | -21.5% | +124.1% | +104.3% |
| All | +542.7% | -52.9% | +595.6% | +555.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling