+179.2%
URI vs PAYC
-52.1%
+231.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.1% | +6.2% | +2.4% |
| 7D | -9.8% | -10.2% | +0.4% | -7.4% |
| 30D | +1.7% | +6.1% | -4.4% | +0.1% |
| 3M | -9.1% | +10.1% | -19.1% | -11.6% |
| 6M | +9.9% | +88.6% | -78.8% | -9.7% |
| YTD | +31.2% | +50.0% | -18.8% | +14.7% |
| 1Y | +25.9% | +46.1% | -20.1% | +10.9% |
| 3Y | +147.4% | +51.2% | +96.2% | +110.7% |
| All | +179.2% | -52.1% | +231.3% | +240.5% |
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