+81.9%
UBER vs PAYC
-54.0%
+135.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.0% |
| 7D | -4.5% | -10.2% | +5.7% | -1.1% |
| 30D | -7.6% | +2.0% | -9.6% | -8.3% |
| 3M | +5.8% | +58.3% | -52.5% | -10.5% |
| 6M | +0.3% | +64.5% | -64.2% | -17.0% |
| YTD | -11.2% | +36.5% | -47.7% | -22.0% |
| 1Y | -23.0% | -1.3% | -21.7% | -24.4% |
| 3Y | +53.6% | -22.1% | +75.7% | +56.3% |
| 5Y | +81.9% | -53.3% | +135.2% | +95.7% |
| All | +81.9% | -54.0% | +135.9% | +95.7% |
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