-52.9%
PAYC vs URA
+131.0%
-183.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +3.1% | -8.5% | -6.0% |
| 7D | -7.9% | +8.1% | -16.0% | -9.3% |
| 30D | +2.1% | +5.8% | -3.6% | +0.8% |
| 3M | +61.8% | +3.4% | +58.3% | +59.7% |
| 6M | +59.9% | -2.6% | +62.6% | +57.6% |
| YTD | +38.5% | +11.2% | +27.3% | +29.2% |
| 1Y | -1.4% | +19.8% | -21.2% | -11.7% |
| 3Y | -21.0% | +121.5% | -142.5% | -46.8% |
| 5Y | -52.9% | +134.5% | -187.4% | -70.3% |
| All | -52.9% | +131.0% | -183.9% | -70.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling