+203.4%
URI vs PAYC
-51.7%
+255.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.7% | +5.3% | +2.5% |
| 7D | -2.0% | -2.9% | +0.9% | -1.3% |
| 30D | -12.9% | +32.8% | -45.7% | -19.8% |
| 3M | -6.7% | +69.3% | -76.0% | -20.3% |
| 6M | +19.0% | +74.0% | -55.0% | -0.5% |
| YTD | +25.5% | +46.4% | -20.9% | +10.6% |
| 1Y | +5.5% | +4.2% | +1.4% | +3.5% |
| 3Y | +111.3% | -19.7% | +131.0% | +115.8% |
| All | +203.4% | -51.7% | +255.1% | +251.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling