+43.1%
PAYC vs SUI
-1.1%
+44.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -11.1% | +3.0% | -14.1% | -12.1% |
| 30D | +1.8% | +5.6% | -3.7% | 0.0% |
| 3M | +10.2% | +0.9% | +9.3% | +9.6% |
| 6M | +73.5% | -2.6% | +76.1% | +73.4% |
| YTD | +49.4% | -0.1% | +49.5% | +47.7% |
| All | +43.1% | -1.1% | +44.2% | +42.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling