+76.8%
UAL vs PAYC
+510.1%
-433.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +2.5% | -8.6% | -6.9% |
| 7D | +0.7% | -0.5% | +1.2% | +0.7% |
| 30D | +7.8% | +5.2% | +2.6% | +5.5% |
| 3M | -11.1% | +18.0% | -29.1% | -16.8% |
| 6M | +16.1% | +81.6% | -65.6% | -10.0% |
| YTD | -0.5% | +57.3% | -57.8% | -19.8% |
| 1Y | +11.3% | +49.8% | -38.5% | -8.7% |
| 3Y | +192.8% | +49.0% | +143.9% | +134.4% |
| 5Y | +123.3% | -47.8% | +171.1% | +151.8% |
| All | +76.8% | +510.1% | -433.3% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 10y: compounded portfolio wealth divided by compounded PAYC 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…
10y analysis · Full analysis span regression · 6 months rolling