+9.8%
ITUB vs PAYC
+46.2%
-36.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.0% | +1.3% | +3.4% |
| 7D | -1.6% | +2.0% | -3.7% | -1.4% |
| 30D | -26.6% | +18.8% | -45.4% | -25.1% |
| 3M | -11.1% | +53.2% | -64.3% | -5.9% |
| 6M | -13.1% | +103.7% | -116.8% | -3.0% |
| YTD | +3.9% | +69.5% | -65.6% | +17.3% |
| 1Y | +9.8% | +48.8% | -39.1% | +25.0% |
| All | +9.8% | +46.2% | -36.4% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling