+84.9%
USB vs PAYC
+474.5%
-389.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.5% |
| 7D | +1.4% | -9.5% | +11.0% | +3.7% |
| 30D | +6.4% | +2.5% | +4.0% | +5.7% |
| 3M | -4.5% | +11.7% | -16.1% | -7.2% |
| 6M | +11.4% | +74.6% | -63.2% | -4.1% |
| YTD | +17.1% | +50.4% | -33.3% | +3.6% |
| 1Y | +32.6% | +44.0% | -11.4% | +18.6% |
| 3Y | +101.8% | +42.5% | +59.4% | +77.1% |
| 5Y | +25.1% | -50.3% | +75.4% | +35.3% |
| 10Y | +84.9% | +521.2% | -436.3% | +24.2% |
| All | +84.9% | +474.5% | -389.6% | +24.2% |
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 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