+463.2%
PAYX vs UUUU
-92.5%
+555.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.3% | +6.7% | +0.7% |
| 7D | -7.9% | -5.0% | -2.9% | -7.7% |
| 30D | -5.0% | -7.8% | +2.7% | -4.8% |
| 3M | +15.1% | -0.4% | +15.6% | +14.8% |
| 6M | +23.9% | -32.9% | +56.8% | +25.2% |
| YTD | +6.2% | -6.3% | +12.4% | +4.8% |
| 1Y | -9.6% | +7.9% | -17.5% | -12.1% |
| 3Y | +5.8% | +85.2% | -79.4% | -2.0% |
| 5Y | +22.0% | +97.0% | -75.0% | +10.4% |
| 10Y | +165.1% | +492.6% | -327.5% | +116.8% |
| All | +463.2% | -92.5% | +555.7% | +360.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling