+144.9%
UAL vs PAYX
+21.7%
+123.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +2.8% |
| 7D | -1.4% | -4.9% | +3.5% | +1.2% |
| 30D | -12.2% | -3.8% | -8.4% | -10.7% |
| 3M | -2.5% | +17.9% | -20.3% | -12.3% |
| 6M | +21.1% | +26.1% | -5.0% | +3.0% |
| YTD | -1.8% | +6.7% | -8.5% | -7.0% |
| 1Y | +0.4% | -10.7% | +11.2% | +7.6% |
| 3Y | +130.3% | +7.0% | +123.3% | +114.1% |
| All | +144.9% | +21.7% | +123.2% | +109.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling