+468.0%
UUUU vs PAYC
+358.9%
+109.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.3% | -6.3% | -5.4% |
| 7D | -10.5% | -5.5% | -5.0% | -9.1% |
| 30D | -10.5% | +3.8% | -14.3% | -11.7% |
| 3M | -14.1% | +65.8% | -79.9% | -28.1% |
| 6M | -35.5% | +68.7% | -104.2% | -47.1% |
| YTD | -10.9% | +38.3% | -49.3% | -22.9% |
| 1Y | +3.4% | -2.4% | +5.7% | +0.6% |
| 3Y | +73.1% | -21.5% | +94.7% | +67.4% |
| 5Y | +87.1% | -52.7% | +139.8% | +114.7% |
| All | +468.0% | +358.9% | +109.1% | +337.9% |
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