+49.7%
USHY vs PAYC
+181.0%
-131.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | -0.7% | -5.5% | +4.8% | -0.2% |
| 30D | -0.7% | +3.8% | -4.5% | -1.0% |
| 3M | +0.1% | +65.8% | -65.8% | -4.5% |
| 6M | +1.8% | +68.7% | -66.9% | -3.2% |
| YTD | +1.8% | +38.3% | -36.6% | -1.7% |
| 1Y | +3.3% | -2.4% | +5.7% | +2.9% |
| 3Y | +27.0% | -21.5% | +48.5% | +26.7% |
| 5Y | +21.0% | -52.7% | +73.7% | +24.9% |
| All | +49.7% | +181.0% | -131.3% | +32.4% |
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