+82.2%
UBER vs PAYC
+15.1%
+67.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.4% | +1.2% |
| 7D | -3.9% | -2.9% | -1.0% | -2.8% |
| 30D | +11.1% | +32.8% | -21.6% | -2.2% |
| 3M | +4.9% | +69.3% | -64.4% | -16.9% |
| 6M | -1.2% | +74.0% | -75.1% | -23.6% |
| YTD | -7.3% | +46.4% | -53.7% | -23.4% |
| 1Y | -17.6% | +4.2% | -21.8% | -21.8% |
| 3Y | +61.1% | -19.7% | +80.8% | +56.3% |
| 5Y | +87.9% | -52.0% | +139.9% | +127.8% |
| All | +82.2% | +15.1% | +67.2% | +26.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling