+165.3%
UAL vs PAYC
+1,229.9%
-1,064.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.7% | +6.2% | +3.6% |
| 7D | +0.7% | -2.9% | +3.6% | +1.5% |
| 30D | -16.1% | +32.8% | -48.9% | -24.0% |
| 3M | +6.1% | +69.3% | -63.1% | -11.4% |
| 6M | +10.8% | +74.0% | -63.1% | -9.5% |
| YTD | -0.4% | +46.4% | -46.8% | -14.5% |
| 1Y | +5.0% | +4.2% | +0.9% | +0.2% |
| 3Y | +124.0% | -19.7% | +143.8% | +120.4% |
| 5Y | +141.0% | -52.0% | +193.0% | +169.2% |
| 10Y | +118.0% | +356.9% | -238.9% | +50.4% |
| All | +165.3% | +1,229.9% | -1,064.5% | +77.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling