+371.2%
USFD vs PAYC
+451.9%
-80.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.4% | +3.2% |
| 7D | +3.9% | -11.1% | +15.0% | +7.5% |
| 30D | +12.8% | +1.8% | +11.0% | +12.1% |
| 3M | +1.0% | +10.2% | -9.2% | -2.2% |
| 6M | +30.3% | +73.5% | -43.3% | +8.9% |
| YTD | +46.0% | +49.4% | -3.5% | +25.7% |
| 1Y | +49.6% | +47.2% | +2.4% | +29.3% |
| 3Y | +166.3% | +44.4% | +121.8% | +122.3% |
| 5Y | +208.4% | -52.1% | +260.5% | +249.4% |
| 10Y | +371.2% | +474.3% | -103.0% | +185.4% |
| All | +371.2% | +451.9% | -80.7% | +185.4% |
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