+476.3%
PAYC vs SUI
+118.5%
+357.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.5% | -3.6% | -4.2% |
| 7D | -10.2% | +6.2% | -16.4% | -13.4% |
| 30D | +6.1% | +8.6% | -2.4% | +0.8% |
| 3M | +10.1% | +1.0% | +9.1% | +9.1% |
| 6M | +88.6% | -2.6% | +91.2% | +90.9% |
| YTD | +50.0% | -0.1% | +50.1% | +48.4% |
| 1Y | +46.1% | +0.5% | +45.6% | +43.8% |
| 3Y | +51.2% | +15.3% | +35.9% | +32.0% |
| 5Y | -51.7% | -26.1% | -25.5% | -43.8% |
| All | +476.3% | +118.5% | +357.9% | +265.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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