+1,237.8%
URI vs PAYC
+351.9%
+886.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +3.0% | +1.9% |
| 7D | +5.0% | -8.7% | +13.7% | +7.9% |
| 30D | -9.4% | +1.2% | -10.6% | -10.1% |
| 3M | -5.8% | +58.6% | -64.4% | -20.8% |
| 6M | +25.8% | +56.6% | -30.8% | +4.6% |
| YTD | +27.9% | +36.2% | -8.4% | +11.1% |
| 1Y | +9.7% | -2.2% | +11.9% | +6.6% |
| 3Y | +128.0% | -22.3% | +150.3% | +125.1% |
| 5Y | +212.4% | -53.9% | +266.3% | +259.9% |
| All | +1,237.8% | +351.9% | +886.0% | +802.3% |
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