+343.6%
RBA vs PAYC
+1,229.9%
-886.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.7% | +4.0% | +1.0% |
| 7D | -2.9% | -2.9% | -0.1% | -2.5% |
| 30D | -12.3% | +32.8% | -45.0% | -17.0% |
| 3M | -20.5% | +69.3% | -89.8% | -28.2% |
| 6M | -18.5% | +74.0% | -92.5% | -27.1% |
| YTD | -18.2% | +46.4% | -64.6% | -24.7% |
| 1Y | -27.5% | +4.2% | -31.7% | -29.2% |
| 3Y | +38.1% | -19.7% | +57.8% | +36.4% |
| 5Y | +44.8% | -52.0% | +96.8% | +52.5% |
| 10Y | +187.1% | +356.9% | -169.8% | +126.8% |
| All | +343.6% | +1,229.9% | -886.3% | +236.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling