-53.9%
PAYC vs UEC
+289.3%
-343.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.4% |
| 7D | -8.7% | -0.2% | -8.6% | -8.8% |
| 30D | +1.2% | +1.9% | -0.8% | +0.7% |
| 3M | +58.6% | +8.9% | +49.7% | +55.8% |
| 6M | +56.6% | -14.5% | +71.1% | +55.9% |
| YTD | +36.2% | -0.7% | +36.9% | +30.9% |
| 1Y | -2.2% | -4.1% | +1.9% | -7.0% |
| 3Y | -22.3% | +148.9% | -171.2% | -41.9% |
| 5Y | -53.9% | +300.0% | -353.9% | -69.3% |
| All | -53.9% | +289.3% | -343.1% | -69.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling