+1,450.8%
PAYC vs UEC
+930.4%
+520.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.3% | -3.9% | -3.7% |
| 7D | -2.9% | -6.9% | +4.1% | -2.0% |
| 30D | +32.8% | +7.6% | +25.1% | +31.0% |
| 3M | +69.3% | -18.4% | +87.7% | +71.7% |
| 6M | +74.0% | -23.3% | +97.2% | +75.3% |
| YTD | +46.4% | -1.2% | +47.6% | +40.4% |
| 1Y | +4.2% | +2.3% | +1.9% | -2.2% |
| 3Y | -19.7% | +162.3% | -182.0% | -39.0% |
| 5Y | -52.0% | +287.2% | -339.3% | -68.2% |
| 10Y | +356.9% | +1,009.6% | -652.7% | +113.2% |
| All | +1,450.8% | +930.4% | +520.4% | +572.5% |
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