+66.0%
NUE vs PAYC
-21.6%
+87.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.2% | +1.4% |
| 7D | -0.6% | -5.5% | +4.9% | 0.0% |
| 30D | -4.6% | +3.8% | -8.3% | -5.1% |
| 3M | -0.3% | +65.8% | -66.1% | -7.1% |
| 6M | +51.9% | +68.7% | -16.8% | +40.5% |
| YTD | +60.0% | +38.3% | +21.6% | +52.8% |
| 1Y | +82.9% | -2.4% | +85.3% | +85.9% |
| 3Y | +66.0% | -21.5% | +87.5% | +80.7% |
| All | +66.0% | -21.6% | +87.6% | +80.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling