+81.3%
USB vs PAYC
+510.1%
-428.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.6% | +4.9% | -2.3% | +1.5% |
| 30D | +8.4% | +4.1% | +4.3% | +7.3% |
| 3M | -5.5% | +11.5% | -17.0% | -8.2% |
| 6M | +17.7% | +85.3% | -67.6% | 0.0% |
| YTD | +17.6% | +57.3% | -39.7% | +3.0% |
| 1Y | +33.9% | +52.6% | -18.7% | +18.1% |
| 3Y | +103.8% | +48.3% | +55.6% | +77.2% |
| 5Y | +25.6% | -47.8% | +73.4% | +34.3% |
| All | +81.3% | +510.1% | -428.8% | +19.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling