+33.4%
URI vs PAYC
+46.9%
-13.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.6% | -0.9% |
| 7D | +9.3% | -0.5% | +9.8% | +9.3% |
| 30D | +7.6% | +5.2% | +2.4% | +8.2% |
| 3M | +1.0% | +18.0% | -16.9% | +2.6% |
| 6M | +19.8% | +81.6% | -61.8% | +27.5% |
| YTD | +41.9% | +57.3% | -15.4% | +59.1% |
| 1Y | +33.4% | +49.8% | -16.4% | +51.6% |
| All | +33.4% | +46.9% | -13.5% | +51.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling