+88.0%
UUUU vs PAYC
-53.5%
+141.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.2% | -6.5% | -6.4% |
| 7D | -5.0% | -10.2% | +5.2% | -2.5% |
| 30D | -7.8% | +2.0% | -9.7% | -8.4% |
| 3M | -0.4% | +58.3% | -58.7% | -13.6% |
| 6M | -32.9% | +64.5% | -97.4% | -43.1% |
| YTD | -6.3% | +36.5% | -42.8% | -16.4% |
| 1Y | +7.9% | -1.3% | +9.2% | +7.5% |
| 3Y | +85.2% | -22.1% | +107.3% | +89.7% |
| All | +88.0% | -53.5% | +141.5% | +95.0% |
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