+211.8%
RBA vs PAYC
+474.5%
-262.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | +3.2% | -9.5% | +12.7% | +5.2% |
| 30D | +12.0% | +2.5% | +9.5% | +11.3% |
| 3M | +2.9% | +11.7% | -8.8% | +0.4% |
| 6M | -6.3% | +74.6% | -80.9% | -17.6% |
| YTD | -5.9% | +50.4% | -56.3% | -15.2% |
| 1Y | -3.9% | +44.0% | -47.9% | -12.6% |
| 3Y | +64.9% | +42.5% | +22.4% | +46.9% |
| 5Y | +48.5% | -50.3% | +98.7% | +58.5% |
| 10Y | +211.8% | +521.2% | -309.4% | +126.1% |
| All | +211.8% | +474.5% | -262.7% | +126.1% |
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