+1,450.8%
PAYC vs SUI
+308.3%
+1,142.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.3% | -3.5% |
| 7D | -2.9% | -2.8% | 0.0% | -1.3% |
| 30D | +32.8% | -1.2% | +33.9% | +33.5% |
| 3M | +69.3% | -1.7% | +71.0% | +71.1% |
| 6M | +74.0% | -10.5% | +84.4% | +84.7% |
| YTD | +46.4% | -1.8% | +48.2% | +46.7% |
| 1Y | +4.2% | -4.1% | +8.3% | +5.6% |
| 3Y | -19.7% | +11.3% | -31.0% | -28.3% |
| 5Y | -52.0% | -32.1% | -19.9% | -42.1% |
| 10Y | +356.9% | +110.4% | +246.5% | +215.6% |
| All | +1,450.8% | +308.3% | +1,142.4% | +1,102.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling