+104.2%
UAL vs PAYC
+329.2%
-225.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.5% |
| 7D | -1.1% | -8.7% | +7.6% | +2.0% |
| 30D | -13.4% | +1.2% | -14.6% | -14.0% |
| 3M | -2.3% | +58.6% | -60.9% | -19.3% |
| 6M | +13.3% | +56.6% | -43.3% | -7.4% |
| YTD | -4.2% | +36.2% | -40.4% | -18.0% |
| 1Y | +1.4% | -2.2% | +3.6% | -1.8% |
| 3Y | +125.8% | -22.3% | +148.1% | +123.8% |
| 5Y | +130.0% | -53.9% | +183.8% | +168.7% |
| 10Y | +104.2% | +347.5% | -243.3% | +23.8% |
| All | +104.2% | +329.2% | -225.0% | +23.8% |
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