+0.8%
UL vs PAYC
+51.3%
-50.6%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.1% | +4.9% | -3.7% | +0.9% |
| 30D | +4.5% | +4.1% | +0.4% | +4.4% |
| 3M | +6.5% | +11.5% | -5.0% | +6.2% |
| 6M | +18.2% | +85.3% | -67.1% | +17.1% |
| YTD | +4.7% | +57.3% | -52.6% | +7.0% |
| 1Y | +0.8% | +52.6% | -51.8% | +3.3% |
| All | +0.8% | +51.3% | -50.6% | +3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling