+338.3%
SU vs PAYC
-52.9%
+391.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.5% | -0.3% |
| 7D | +2.2% | -5.5% | +7.7% | +2.7% |
| 30D | +8.4% | +3.8% | +4.7% | +8.0% |
| 3M | +12.1% | +65.8% | -53.7% | +6.1% |
| 6M | +19.7% | +68.7% | -49.0% | +12.8% |
| YTD | +58.4% | +38.3% | +20.1% | +52.4% |
| 1Y | +67.2% | -2.4% | +69.6% | +67.4% |
| 3Y | +125.0% | -21.5% | +146.6% | +127.1% |
| All | +338.3% | -52.9% | +391.2% | +406.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling