+139.2%
UAL vs PAYC
-51.7%
+190.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.7% | +6.2% | +3.5% |
| 7D | +0.7% | -2.9% | +3.6% | +1.4% |
| 30D | -16.1% | +32.8% | -48.9% | -23.2% |
| 3M | +6.1% | +69.3% | -63.1% | -10.2% |
| 6M | +10.8% | +74.0% | -63.1% | -8.2% |
| YTD | -0.4% | +46.4% | -46.8% | -13.1% |
| 1Y | +5.0% | +4.2% | +0.9% | +2.6% |
| 3Y | +124.0% | -19.7% | +143.8% | +129.5% |
| All | +139.2% | -51.7% | +190.9% | +158.4% |
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