+34.0%
USB vs PAYC
+5.6%
+28.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.4% | -0.2% |
| 7D | +1.4% | -2.9% | +4.3% | +1.5% |
| 30D | -1.3% | +32.8% | -34.1% | -1.9% |
| 3M | +15.2% | +69.3% | -54.0% | +13.3% |
| 6M | +18.8% | +74.0% | -55.1% | +16.8% |
| YTD | +21.0% | +46.4% | -25.4% | +22.0% |
| 1Y | +34.0% | +4.2% | +29.8% | +42.0% |
| All | +34.0% | +5.6% | +28.5% | +42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling