-48.3%
OUST vs PAYC
-47.7%
-0.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.5% | -6.8% | -5.3% |
| 7D | +19.9% | -0.5% | +20.4% | +19.6% |
| 30D | +3.6% | +5.2% | -1.6% | +0.6% |
| 3M | -20.6% | +18.0% | -38.6% | -27.7% |
| 6M | +35.1% | +81.6% | -46.6% | -5.8% |
| YTD | +69.1% | +57.3% | +11.9% | +24.7% |
| 1Y | +49.9% | +49.8% | +0.1% | +13.7% |
| 3Y | +642.4% | +49.0% | +593.4% | +446.4% |
| 5Y | -48.3% | -47.8% | -0.5% | -30.7% |
| All | -48.3% | -47.7% | -0.6% | -30.7% |
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 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