+1,842.6%
UMC vs PAYC
+358.9%
+1,483.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.0% | +2.1% |
| 7D | +9.0% | -5.5% | +14.5% | +10.2% |
| 30D | +17.2% | +3.8% | +13.5% | +16.0% |
| 3M | +11.4% | +65.8% | -54.4% | -2.6% |
| 6M | +137.5% | +68.7% | +68.8% | +105.3% |
| YTD | +193.1% | +38.3% | +154.8% | +164.6% |
| 1Y | +240.3% | -2.4% | +242.7% | +235.0% |
| 3Y | +262.2% | -21.5% | +283.7% | +257.1% |
| 5Y | +143.1% | -52.7% | +195.8% | +165.7% |
| All | +1,842.6% | +358.9% | +1,483.7% | +1,334.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling