+128.2%
UAL vs PAYC
-22.2%
+150.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.4% | +2.6% | -1.9% |
| 7D | +3.5% | -7.9% | +11.3% | +4.9% |
| 30D | -16.5% | +2.1% | -18.6% | -16.9% |
| 3M | +2.8% | +61.8% | -59.0% | -7.6% |
| 6M | +17.6% | +59.9% | -42.4% | +5.2% |
| YTD | -3.2% | +38.5% | -41.7% | -10.2% |
| 1Y | +0.4% | -1.4% | +1.8% | +2.3% |
| 3Y | +128.2% | -21.0% | +149.2% | +145.1% |
| All | +128.2% | -22.2% | +150.4% | +145.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling