+69.4%
USAR vs PAYC
-37.5%
+106.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -3.5% |
| 7D | -4.4% | -8.7% | +4.3% | -5.1% |
| 30D | -10.4% | +1.2% | -11.6% | -10.3% |
| 3M | -18.4% | +58.6% | -77.0% | -14.6% |
| 6M | -8.8% | +56.6% | -65.4% | -4.6% |
| YTD | +43.4% | +36.2% | +7.1% | +49.5% |
| 1Y | +21.0% | -2.2% | +23.2% | +24.6% |
| 3Y | +67.7% | -22.3% | +90.0% | +73.4% |
| All | +69.4% | -37.5% | +106.9% | +75.2% |
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