+512.2%
PAYC vs UEC
+616.1%
-104.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.3% |
| 7D | +4.9% | -3.8% | +8.6% | +5.2% |
| 30D | +4.1% | -13.5% | +17.6% | +5.8% |
| 3M | +11.5% | -40.5% | +51.9% | +18.5% |
| 6M | +85.3% | -56.7% | +142.0% | +103.1% |
| YTD | +57.3% | -43.0% | +100.3% | +60.9% |
| 1Y | +52.6% | -42.5% | +95.1% | +54.8% |
| 3Y | +48.3% | +11.6% | +36.7% | +23.7% |
| 5Y | -47.8% | +21.8% | -69.6% | -60.7% |
| All | +512.2% | +616.1% | -104.0% | +164.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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