+186.2%
ITUB vs PAYC
-52.9%
+239.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -1.0% | +0.3% |
| 7D | +2.2% | -5.5% | +7.7% | +2.5% |
| 30D | +12.6% | +3.8% | +8.8% | +12.3% |
| 3M | +6.4% | +65.8% | -59.4% | +2.5% |
| 6M | +0.6% | +68.7% | -68.1% | -3.4% |
| YTD | +18.8% | +38.3% | -19.5% | +16.1% |
| 1Y | +31.0% | -2.4% | +33.4% | +32.5% |
| 3Y | +118.1% | -21.5% | +139.6% | +121.3% |
| All | +186.2% | -52.9% | +239.1% | +155.2% |
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 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