-47.2%
PAYC vs SUI
-26.4%
-20.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.5% |
| 7D | +4.9% | -1.5% | +6.3% | +5.6% |
| 30D | +4.1% | +3.7% | +0.4% | +2.0% |
| 3M | +11.5% | -0.4% | +11.9% | +11.3% |
| 6M | +85.3% | -2.8% | +88.1% | +87.4% |
| YTD | +57.3% | -1.6% | +58.9% | +57.1% |
| 1Y | +52.6% | -2.1% | +54.6% | +52.6% |
| 3Y | +48.3% | +18.5% | +29.8% | +28.9% |
| All | -47.2% | -26.4% | -20.7% | -34.3% |
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