+115.0%
UMC vs PAYC
+46.2%
+68.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.0% | -4.0% | -1.7% |
| 7D | -14.7% | +2.0% | -16.7% | -14.3% |
| 30D | -32.9% | +18.8% | -51.6% | -30.6% |
| 3M | -22.2% | +53.2% | -75.4% | -16.2% |
| 6M | +25.9% | +103.7% | -77.8% | +41.4% |
| YTD | +107.9% | +69.5% | +38.5% | +142.7% |
| 1Y | +115.0% | +48.8% | +66.2% | +163.3% |
| All | +115.0% | +46.2% | +68.8% | +163.3% |
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