+597.8%
PAYX vs URA
-29.0%
+626.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.1% | -7.1% | -4.5% |
| 7D | -6.9% | +8.1% | -15.0% | -8.2% |
| 30D | -2.6% | +5.8% | -8.4% | -3.7% |
| 3M | +19.4% | +3.4% | +16.0% | +17.9% |
| 6M | +18.7% | -2.6% | +21.3% | +17.2% |
| YTD | +7.8% | +11.2% | -3.4% | +2.6% |
| 1Y | -9.9% | +19.8% | -29.7% | -16.6% |
| 3Y | +7.4% | +121.5% | -114.0% | -16.8% |
| 5Y | +21.8% | +134.5% | -112.6% | -10.6% |
| 10Y | +161.3% | +376.7% | -215.4% | +49.1% |
| All | +597.8% | -29.0% | +626.7% | +461.2% |
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