-9.6%
PAYX vs URI
+5.1%
-14.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.9% | +4.2% | +0.1% |
| 7D | -7.9% | -0.5% | -7.4% | -7.9% |
| 30D | -5.0% | -13.4% | +8.3% | -5.9% |
| 3M | +15.1% | -6.2% | +21.3% | +14.5% |
| 6M | +23.9% | +28.0% | -4.1% | +23.2% |
| YTD | +6.2% | +23.0% | -16.8% | +5.4% |
| 1Y | -9.6% | +5.5% | -15.2% | -8.7% |
| All | -9.6% | +5.1% | -14.8% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1y: compounded portfolio wealth divided by compounded URI 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…
1y analysis · Full analysis span regression · 6 months rolling