-1.3%
PAYC vs URA
+11.7%
-13.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.2% | -0.3% |
| 7D | -10.2% | -1.5% | -8.6% | -10.3% |
| 30D | +2.0% | -0.4% | +2.3% | +2.0% |
| 3M | +58.3% | +6.3% | +52.0% | +60.5% |
| 6M | +64.5% | -14.0% | +78.5% | +64.7% |
| YTD | +36.5% | +5.3% | +31.2% | +35.9% |
| 1Y | -1.3% | +11.7% | -12.9% | -3.0% |
| All | -1.3% | +11.7% | -13.0% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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