+1,565.8%
PAYC vs UEC
+494.6%
+1,071.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.7% |
| 3M | +11.5% | -40.5% | +51.9% | +18.1% |
| 6M | +85.3% | -56.7% | +142.0% | +101.9% |
| YTD | +57.3% | -43.0% | +100.3% | +61.0% |
| 1Y | +52.6% | -42.5% | +95.1% | +55.0% |
| 3Y | +48.3% | +11.6% | +36.7% | +26.6% |
| 5Y | -47.8% | +21.8% | -69.6% | -59.1% |
| 10Y | +515.9% | +623.9% | -108.0% | +203.4% |
| All | +1,565.8% | +494.6% | +1,071.2% | +670.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling