+112.3%
UAL vs PAYC
-52.1%
+164.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.1% | +7.1% | +3.4% |
| 7D | +8.2% | -10.2% | +18.3% | +11.3% |
| 30D | +2.3% | +6.1% | -3.8% | +0.5% |
| 3M | -12.7% | +10.1% | -22.8% | -15.3% |
| 6M | +12.7% | +88.6% | -75.9% | -8.8% |
| YTD | +0.8% | +50.0% | -49.2% | -12.9% |
| 1Y | +17.8% | +46.1% | -28.3% | +2.4% |
| 3Y | +206.7% | +51.2% | +155.5% | +162.2% |
| All | +112.3% | -52.1% | +164.4% | +185.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling