-53.9%
PAYC vs UTHR
+140.7%
-194.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.4% | -1.8% |
| 7D | -8.7% | +3.0% | -11.8% | -9.1% |
| 30D | +1.2% | -4.3% | +5.5% | +1.7% |
| 3M | +58.6% | -8.4% | +67.0% | +60.2% |
| 6M | +56.6% | -4.2% | +60.8% | +56.7% |
| YTD | +36.2% | +4.0% | +32.2% | +34.3% |
| 1Y | -2.2% | +25.5% | -27.7% | -6.4% |
| 3Y | -22.3% | +125.1% | -147.4% | -34.1% |
| 5Y | -53.9% | +140.3% | -194.2% | -61.2% |
| All | -53.9% | +140.7% | -194.6% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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