+125.6%
ULTA vs PAYC
+358.9%
-233.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +1.7% |
| 7D | -3.1% | -5.5% | +2.4% | -1.6% |
| 30D | +2.8% | +3.8% | -1.0% | +1.6% |
| 3M | +14.8% | +65.8% | -51.0% | -1.2% |
| 6M | -16.2% | +68.7% | -84.9% | -28.7% |
| YTD | -9.6% | +38.3% | -48.0% | -19.2% |
| 1Y | +4.8% | -2.4% | +7.2% | +2.9% |
| 3Y | +30.7% | -21.5% | +52.2% | +29.1% |
| 5Y | +45.9% | -52.7% | +98.6% | +60.7% |
| All | +125.6% | +358.9% | -233.3% | +56.8% |
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 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