+52.1%
USFD vs PAYC
+46.6%
+5.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.4% | +3.1% |
| 7D | +3.9% | -11.1% | +15.0% | +4.5% |
| 30D | +12.8% | +1.8% | +11.0% | +13.1% |
| 3M | +1.0% | +10.2% | -9.2% | +1.0% |
| 6M | +30.3% | +73.5% | -43.3% | +33.3% |
| YTD | +46.0% | +49.4% | -3.5% | +49.9% |
| All | +52.1% | +46.6% | +5.5% | +56.7% |
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