+23.6%
PAYX vs UEC
+198.6%
-175.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.2% | +5.7% | +0.8% |
| 7D | -4.9% | -9.4% | +4.6% | -4.4% |
| 30D | -3.8% | -8.0% | +4.2% | -3.5% |
| 3M | +17.9% | -1.7% | +19.6% | +17.7% |
| 6M | +26.1% | -26.1% | +52.2% | +26.9% |
| YTD | +6.7% | -10.5% | +17.3% | +5.3% |
| 1Y | -10.7% | -13.3% | +2.5% | -12.5% |
| 3Y | +7.0% | +116.4% | -109.4% | -7.9% |
| All | +23.6% | +198.6% | -175.0% | -1.8% |
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