+19.2%
UL vs PAYC
-54.0%
+73.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | -4.1% | -10.2% | +6.1% | -3.4% |
| 30D | -1.2% | +2.0% | -3.1% | -1.3% |
| 3M | +6.0% | +58.3% | -52.3% | +2.4% |
| 6M | -5.5% | +64.5% | -70.0% | -9.1% |
| YTD | -3.3% | +36.5% | -39.9% | -5.8% |
| 1Y | -9.8% | -1.3% | -8.5% | -9.9% |
| 3Y | +20.1% | -22.1% | +42.3% | +21.1% |
| 5Y | +19.2% | -53.3% | +72.5% | +19.8% |
| All | +19.2% | -54.0% | +73.2% | +19.8% |
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