-50.7%
PAYC vs SUI
-32.0%
-18.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.3% | -3.5% |
| 7D | -2.9% | -2.8% | 0.0% | -1.4% |
| 30D | +32.8% | -1.2% | +33.9% | +33.4% |
| 3M | +69.3% | -1.7% | +71.0% | +71.0% |
| 6M | +74.0% | -10.5% | +84.4% | +83.6% |
| YTD | +46.4% | -1.8% | +48.2% | +46.7% |
| 1Y | +4.2% | -4.1% | +8.3% | +5.5% |
| 3Y | -19.7% | +11.3% | -31.0% | -27.8% |
| All | -50.7% | -32.0% | -18.8% | -38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling