+1,867.3%
PAYX vs URI
+7,134.6%
-5,267.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.3% | -3.0% |
| 7D | -4.2% | -2.0% | -2.2% | -3.8% |
| 30D | +2.9% | -12.9% | +15.9% | +5.6% |
| 3M | +23.6% | -6.7% | +30.4% | +24.6% |
| 6M | +30.0% | +19.0% | +11.0% | +23.6% |
| YTD | +12.2% | +25.5% | -13.3% | +5.0% |
| 1Y | -7.5% | +5.5% | -13.0% | -10.5% |
| 3Y | +10.1% | +111.3% | -101.2% | -9.4% |
| 5Y | +25.1% | +198.6% | -173.4% | -5.6% |
| 10Y | +171.7% | +1,179.9% | -1,008.2% | +47.0% |
| All | +1,867.3% | +7,134.6% | -5,267.3% | +457.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling