+1,482.8%
PAYC vs URA
+53.1%
+1,429.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.5% | -2.0% |
| 7D | -11.1% | +4.3% | -15.4% | -12.2% |
| 30D | +1.8% | -11.7% | +13.5% | +4.9% |
| 3M | +10.2% | -23.5% | +33.7% | +17.4% |
| 6M | +73.5% | -37.8% | +111.3% | +93.6% |
| YTD | +49.4% | -19.6% | +69.1% | +48.5% |
| 1Y | +47.2% | -24.8% | +72.0% | +48.7% |
| 3Y | +44.4% | +47.0% | -2.5% | +6.3% |
| 5Y | -52.1% | +35.4% | -87.5% | -65.1% |
| 10Y | +474.3% | +302.3% | +171.9% | +129.3% |
| All | +1,482.8% | +53.1% | +1,429.7% | +724.7% |
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