+192.6%
USFD vs PAYC
-52.1%
+244.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.1% | +4.9% | +0.9% |
| 7D | +3.0% | -10.2% | +13.1% | +5.3% |
| 30D | +11.1% | +6.1% | +4.9% | +9.7% |
| 3M | -0.3% | +10.1% | -10.3% | -2.4% |
| 6M | +15.9% | +88.6% | -72.8% | +0.3% |
| YTD | +41.6% | +50.0% | -8.4% | +28.2% |
| 1Y | +49.4% | +46.1% | +3.3% | +35.9% |
| 3Y | +157.8% | +51.2% | +106.7% | +126.6% |
| All | +192.6% | -52.1% | +244.7% | +250.7% |
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 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