+1,492.9%
PAYC vs URA
+47.8%
+1,445.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.2% | -0.4% |
| 7D | -9.5% | +0.3% | -9.8% | -9.6% |
| 30D | +2.5% | -14.8% | +17.3% | +6.6% |
| 3M | +11.7% | -25.3% | +37.0% | +19.8% |
| 6M | +74.6% | -39.9% | +114.5% | +96.8% |
| YTD | +50.4% | -22.4% | +72.8% | +51.0% |
| 1Y | +44.0% | -29.0% | +73.0% | +48.1% |
| 3Y | +42.5% | +41.0% | +1.5% | +6.1% |
| 5Y | -50.3% | +38.3% | -88.6% | -64.1% |
| 10Y | +521.2% | +276.1% | +245.2% | +154.2% |
| All | +1,492.9% | +47.8% | +1,445.1% | +738.4% |
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