+1,450.8%
PAYC vs URA
+105.4%
+1,345.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.5% | -3.9% |
| 7D | -2.9% | +1.1% | -4.0% | -3.2% |
| 30D | +32.8% | +7.4% | +25.4% | +29.8% |
| 3M | +69.3% | -8.4% | +77.7% | +71.5% |
| 6M | +74.0% | -12.7% | +86.7% | +75.8% |
| YTD | +46.4% | +7.8% | +38.6% | +35.3% |
| 1Y | +4.2% | +19.5% | -15.3% | -9.0% |
| 3Y | -19.7% | +116.4% | -136.2% | -47.5% |
| 5Y | -52.0% | +134.3% | -186.3% | -71.1% |
| 10Y | +356.9% | +359.3% | -2.4% | +81.7% |
| All | +1,450.8% | +105.4% | +1,345.4% | +651.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling