+186.8%
UAL vs PAYC
+50.2%
+136.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.7% |
| 7D | -3.0% | +4.9% | -7.9% | -4.0% |
| 30D | +10.5% | +4.1% | +6.3% | +9.4% |
| 3M | -13.5% | +11.5% | -25.0% | -15.8% |
| 6M | +14.2% | +85.3% | -71.1% | -3.7% |
| YTD | -2.2% | +57.3% | -59.5% | -13.0% |
| 1Y | +12.5% | +52.6% | -40.1% | +1.2% |
| 3Y | +186.8% | +48.3% | +138.6% | +164.9% |
| All | +186.8% | +50.2% | +136.7% | +164.9% |
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