+64.4%
UL vs PAYC
+358.9%
-294.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.5% |
| 7D | -3.4% | -5.5% | +2.1% | -2.8% |
| 30D | +0.5% | +3.8% | -3.3% | 0.0% |
| 3M | +7.2% | +65.8% | -58.6% | +0.9% |
| 6M | -3.1% | +68.7% | -71.8% | -9.3% |
| YTD | -2.7% | +38.3% | -41.1% | -7.1% |
| 1Y | -10.2% | -2.4% | -7.9% | -10.7% |
| 3Y | +20.3% | -21.5% | +41.8% | +19.8% |
| 5Y | +19.9% | -52.7% | +72.7% | +25.2% |
| All | +64.4% | +358.9% | -294.5% | +15.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling