+74.9%
USAR vs PAYC
-32.8%
+107.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.2% | -0.8% |
| 7D | -2.1% | -2.9% | +0.8% | -2.3% |
| 30D | +2.6% | +32.8% | -30.1% | +5.2% |
| 3M | -35.0% | +69.3% | -104.3% | -31.6% |
| 6M | -6.9% | +74.0% | -80.8% | -1.9% |
| YTD | +48.0% | +46.4% | +1.6% | +55.2% |
| 1Y | +24.8% | +4.2% | +20.6% | +29.3% |
| 3Y | +73.2% | -19.7% | +93.0% | +80.1% |
| All | +74.9% | -32.8% | +107.7% | +81.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling