+1,186.2%
URI vs PAYC
+352.8%
+833.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.1% | -3.9% |
| 7D | -0.5% | -10.2% | +9.7% | +2.8% |
| 30D | -13.4% | +2.0% | -15.3% | -14.2% |
| 3M | -6.2% | +58.3% | -64.5% | -21.1% |
| 6M | +28.0% | +64.5% | -36.5% | +4.6% |
| YTD | +23.0% | +36.5% | -13.6% | +6.8% |
| 1Y | +5.5% | -1.3% | +6.8% | +2.2% |
| 3Y | +119.2% | -22.1% | +141.3% | +116.3% |
| 5Y | +201.0% | -53.3% | +254.4% | +245.3% |
| All | +1,186.2% | +352.8% | +833.4% | +766.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling