+106.2%
UAL vs PAYX
+167.8%
-61.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +2.8% |
| 7D | -1.4% | -4.9% | +3.5% | +2.0% |
| 30D | -12.2% | -3.8% | -8.4% | -10.3% |
| 3M | -2.5% | +17.9% | -20.3% | -14.5% |
| 6M | +21.1% | +26.1% | -5.0% | -0.7% |
| YTD | -1.8% | +6.7% | -8.5% | -9.5% |
| 1Y | +0.4% | -10.7% | +11.2% | +5.7% |
| 3Y | +130.3% | +7.0% | +123.3% | +106.6% |
| 5Y | +147.7% | +22.6% | +125.1% | +96.5% |
| All | +106.2% | +167.8% | -61.6% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 10y: compounded portfolio wealth divided by compounded PAYX 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…
10y analysis · Full analysis span regression · 6 months rolling