+208.2%
ITUB vs PAYC
+358.9%
-150.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -1.0% | +0.1% |
| 7D | +2.2% | -5.5% | +7.7% | +3.3% |
| 30D | +12.6% | +3.8% | +8.8% | +11.7% |
| 3M | +6.4% | +65.8% | -59.4% | -4.8% |
| 6M | +0.6% | +68.7% | -68.1% | -11.1% |
| YTD | +18.8% | +38.3% | -19.5% | +9.1% |
| 1Y | +31.0% | -2.4% | +33.4% | +29.4% |
| 3Y | +118.1% | -21.5% | +139.6% | +116.3% |
| 5Y | +193.0% | -52.7% | +245.7% | +217.4% |
| All | +208.2% | +358.9% | -150.7% | +75.8% |
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 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