+41.7%
RBA vs PAYC
-53.3%
+95.0%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.4% | +3.4% | -1.0% |
| 7D | -1.1% | -7.9% | +6.8% | +0.3% |
| 30D | -13.2% | +2.1% | -15.3% | -13.6% |
| 3M | -21.4% | +61.8% | -83.1% | -28.6% |
| 6M | -20.9% | +59.9% | -80.8% | -28.4% |
| YTD | -19.9% | +38.5% | -58.4% | -25.6% |
| 1Y | -28.7% | -1.4% | -27.3% | -29.4% |
| 3Y | +27.4% | -21.0% | +48.4% | +27.8% |
| 5Y | +41.7% | -52.9% | +94.6% | +51.8% |
| All | +41.7% | -53.3% | +95.0% | +51.8% |
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