+59.3%
USAR vs PAYX
+6.9%
+52.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.4% | -6.4% | -5.8% |
| 7D | -9.3% | -7.9% | -1.4% | -12.4% |
| 30D | -15.2% | -5.0% | -10.1% | -16.9% |
| 3M | -21.1% | +15.1% | -36.2% | -15.8% |
| 6M | -21.6% | +23.9% | -45.5% | -14.4% |
| YTD | +34.8% | +6.2% | +28.6% | +41.9% |
| 1Y | +15.6% | -9.6% | +25.3% | +16.6% |
| 3Y | +57.7% | +5.8% | +51.9% | +57.3% |
| All | +59.3% | +6.9% | +52.4% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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