+216.3%
USFD vs PAYC
-51.7%
+268.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.7% | +3.3% | +0.4% |
| 7D | -3.0% | -2.9% | -0.1% | -2.5% |
| 30D | +3.5% | +32.8% | -29.2% | -2.6% |
| 3M | +26.6% | +69.3% | -42.7% | +13.2% |
| 6M | +11.7% | +74.0% | -62.3% | -1.5% |
| YTD | +38.1% | +46.4% | -8.3% | +26.2% |
| 1Y | +33.4% | +4.2% | +29.2% | +31.8% |
| 3Y | +155.8% | -19.7% | +175.6% | +161.3% |
| All | +216.3% | -51.7% | +268.0% | +213.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling