+214.3%
USFD vs PAYC
-48.2%
+262.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.7% | +4.9% | -3.2% | +0.7% |
| 30D | +10.2% | +4.1% | +6.0% | +9.2% |
| 3M | -1.5% | +11.5% | -13.0% | -3.9% |
| 6M | +27.3% | +85.3% | -57.9% | +10.9% |
| YTD | +44.0% | +57.3% | -13.3% | +29.0% |
| 1Y | +50.4% | +52.6% | -2.2% | +35.6% |
| 3Y | +153.6% | +48.3% | +105.3% | +124.5% |
| All | +214.3% | -48.2% | +262.4% | +272.4% |
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 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