+332.8%
PAYC vs SUI
+104.3%
+228.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.5% | -3.9% | -4.5% |
| 7D | -7.9% | -3.1% | -4.8% | -6.1% |
| 30D | +2.1% | -2.3% | +4.4% | +3.5% |
| 3M | +61.8% | -2.8% | +64.6% | +64.8% |
| 6M | +59.9% | -12.4% | +72.3% | +72.6% |
| YTD | +38.5% | -3.3% | +41.8% | +40.1% |
| 1Y | -1.4% | -5.8% | +4.4% | +1.2% |
| 3Y | -21.0% | +12.5% | -33.5% | -30.8% |
| 5Y | -52.9% | -32.9% | -20.1% | -41.6% |
| 10Y | +332.8% | +104.4% | +228.4% | +168.0% |
| All | +332.8% | +104.3% | +228.5% | +168.0% |
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