+91.5%
USB vs PAYC
+50.7%
+40.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.1% | +4.6% | +0.3% |
| 7D | 0.0% | -10.2% | +10.2% | +1.7% |
| 30D | +5.8% | +6.1% | -0.3% | +4.8% |
| 3M | -6.0% | +10.1% | -16.0% | -7.5% |
| 6M | +7.8% | +88.6% | -80.9% | -5.0% |
| YTD | +14.6% | +50.0% | -35.4% | +6.2% |
| 1Y | +31.8% | +46.1% | -14.3% | +22.9% |
| 3Y | +91.5% | +51.2% | +40.4% | +76.5% |
| All | +91.5% | +50.7% | +40.8% | +76.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling