+265.2%
SU vs PAYC
+358.9%
-93.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.5% | -0.4% |
| 7D | +2.2% | -5.5% | +7.7% | +3.3% |
| 30D | +8.4% | +3.8% | +4.7% | +7.6% |
| 3M | +12.1% | +65.8% | -53.7% | +0.4% |
| 6M | +19.7% | +68.7% | -49.0% | +6.3% |
| YTD | +58.4% | +38.3% | +20.1% | +45.8% |
| 1Y | +67.2% | -2.4% | +69.6% | +65.0% |
| 3Y | +125.0% | -21.5% | +146.6% | +122.6% |
| 5Y | +355.1% | -52.7% | +407.8% | +392.0% |
| All | +265.2% | +358.9% | -93.7% | +159.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 10y: compounded portfolio wealth divided by compounded PAYC 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…
10y analysis · Full analysis span regression · 6 months rolling