+253.9%
UMC vs PAYC
-22.6%
+276.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.5% |
| 7D | +11.4% | -10.2% | +21.6% | +11.6% |
| 30D | +16.8% | +2.0% | +14.8% | +16.6% |
| 3M | +19.1% | +58.3% | -39.2% | +16.9% |
| 6M | +137.4% | +64.5% | +72.9% | +131.7% |
| YTD | +186.4% | +36.5% | +149.8% | +184.3% |
| 1Y | +229.1% | -1.3% | +230.3% | +237.4% |
| All | +253.9% | -22.6% | +276.5% | +275.2% |
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