+33.8%
UL vs PAYC
-48.2%
+82.0%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.1% | +4.9% | -3.7% | +0.8% |
| 30D | +4.5% | +4.1% | +0.4% | +4.2% |
| 3M | +6.5% | +11.5% | -5.0% | +5.6% |
| 6M | +18.2% | +85.3% | -67.1% | +12.7% |
| YTD | +4.7% | +57.3% | -52.6% | +1.0% |
| 1Y | +0.8% | +52.6% | -51.8% | -2.6% |
| 3Y | +35.9% | +48.3% | -12.4% | +30.1% |
| All | +33.8% | -48.2% | +82.0% | +37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling