+7.0%
PAYX vs UUUU
+74.5%
-67.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +0.4% |
| 7D | -4.9% | -10.5% | +5.6% | -5.2% |
| 30D | -3.8% | -10.5% | +6.7% | -4.1% |
| 3M | +17.9% | -14.1% | +32.0% | +17.8% |
| 6M | +26.1% | -35.5% | +61.6% | +25.6% |
| YTD | +6.7% | -10.9% | +17.7% | +6.4% |
| 1Y | -10.7% | +3.4% | -14.1% | -10.7% |
| 3Y | +7.0% | +73.1% | -66.2% | +4.8% |
| All | +7.0% | +74.5% | -67.6% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling