+48.4%
NU vs PAYC
-48.3%
+96.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.1% | +1.7% |
| 7D | +6.0% | -7.9% | +13.9% | +9.1% |
| 30D | +10.8% | +2.1% | +8.6% | +9.6% |
| 3M | +32.2% | +61.8% | -29.6% | +6.6% |
| 6M | +5.1% | +59.9% | -54.8% | -16.0% |
| YTD | -8.4% | +38.5% | -46.9% | -22.8% |
| 1Y | +0.7% | -1.4% | +2.1% | -1.1% |
| 3Y | +125.1% | -21.0% | +146.1% | +130.9% |
| All | +48.4% | -48.3% | +96.7% | +91.0% |
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 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