+82.2%
UUUU vs PAYC
-22.6%
+104.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.2% | -6.5% | -6.3% |
| 7D | -5.0% | -10.2% | +5.2% | -5.0% |
| 30D | -7.8% | +2.0% | -9.7% | -7.8% |
| 3M | -0.4% | +58.3% | -58.7% | -0.2% |
| 6M | -32.9% | +64.5% | -97.4% | -32.9% |
| YTD | -6.3% | +36.5% | -42.8% | -5.1% |
| 1Y | +7.9% | -1.3% | +9.2% | +12.0% |
| All | +82.2% | -22.6% | +104.9% | +84.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling