+31.8%
USB vs PAYC
+35.9%
-4.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.1% | +4.6% | -0.4% |
| 7D | 0.0% | -10.2% | +10.2% | +0.2% |
| 30D | +5.8% | +6.1% | -0.3% | +5.9% |
| 3M | -6.0% | +10.1% | -16.0% | -5.8% |
| 6M | +7.8% | +88.6% | -80.9% | +6.8% |
| YTD | +14.6% | +50.0% | -35.4% | +18.1% |
| 1Y | +31.8% | +46.1% | -14.3% | +36.8% |
| All | +31.8% | +35.9% | -4.1% | +36.8% |
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