+1,218.8%
URI vs PAYC
+451.9%
+766.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.4% | +7.2% | +7.0% |
| 7D | -4.0% | -11.1% | +7.1% | -0.3% |
| 30D | +6.8% | +1.8% | +5.0% | +6.0% |
| 3M | -2.8% | +10.2% | -13.0% | -6.4% |
| 6M | +20.9% | +73.5% | -52.7% | -2.7% |
| YTD | +40.2% | +49.4% | -9.2% | +17.4% |
| 1Y | +34.1% | +47.2% | -13.1% | +12.6% |
| 3Y | +164.1% | +44.4% | +119.7% | +116.2% |
| 5Y | +199.3% | -52.1% | +251.4% | +244.4% |
| 10Y | +1,218.8% | +474.3% | +744.6% | +638.6% |
| All | +1,218.8% | +451.9% | +766.9% | +638.6% |
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