+194.7%
RBA vs PAYC
+329.2%
-134.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +1.0% | -0.4% |
| 7D | -1.9% | -8.7% | +6.9% | -0.2% |
| 30D | -13.0% | +1.2% | -14.1% | -13.2% |
| 3M | -23.1% | +58.6% | -81.7% | -30.7% |
| 6M | -22.6% | +56.6% | -79.2% | -30.4% |
| YTD | -20.4% | +36.2% | -56.6% | -26.5% |
| 1Y | -29.6% | -2.2% | -27.4% | -30.6% |
| 3Y | +26.6% | -22.3% | +48.8% | +25.7% |
| 5Y | +38.2% | -53.9% | +92.0% | +48.8% |
| 10Y | +194.7% | +347.5% | -152.8% | +140.7% |
| All | +194.7% | +329.2% | -134.5% | +140.7% |
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