+676.6%
UMAC vs PAYC
+16.9%
+659.7%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.5% | -3.3% |
| 7D | -4.0% | -10.2% | +6.2% | -2.2% |
| 30D | -9.4% | +2.0% | -11.4% | -10.0% |
| 3M | +3.0% | +58.3% | -55.3% | -11.1% |
| 6M | +27.2% | +64.5% | -37.3% | +7.0% |
| YTD | +84.7% | +36.5% | +48.2% | +67.6% |
| 1Y | +136.5% | -1.3% | +137.7% | +150.8% |
| All | +676.6% | +16.9% | +659.7% | +588.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling