+92.5%
USB vs PAYC
+58.8%
+33.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.8% | +4.7% | -1.0% |
| 7D | -1.5% | -4.1% | +2.6% | -0.8% |
| 30D | +4.3% | +12.4% | -8.1% | +2.4% |
| 3M | -6.1% | +43.3% | -49.3% | -11.8% |
| 6M | +9.4% | +90.7% | -81.3% | -3.5% |
| YTD | +15.2% | +58.0% | -42.8% | +5.9% |
| 1Y | +32.8% | +37.4% | -4.6% | +26.3% |
| All | +92.5% | +58.8% | +33.7% | +76.0% |
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 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