+125.0%
SU vs PAYC
-21.6%
+146.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.5% | -0.2% |
| 7D | +2.2% | -5.5% | +7.7% | +2.4% |
| 30D | +8.4% | +3.8% | +4.7% | +8.3% |
| 3M | +12.1% | +65.8% | -53.7% | +9.1% |
| 6M | +19.7% | +68.7% | -49.0% | +16.3% |
| YTD | +58.4% | +38.3% | +20.1% | +55.8% |
| 1Y | +67.2% | -2.4% | +69.6% | +68.7% |
| 3Y | +125.0% | -21.5% | +146.6% | +131.6% |
| All | +125.0% | -21.6% | +146.7% | +131.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling