+1,791.9%
UMC vs PAYC
+1,158.0%
+633.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -5.4% | +10.5% | +6.1% |
| 7D | +6.6% | -7.9% | +14.5% | +8.1% |
| 30D | +16.6% | +2.1% | +14.4% | +15.8% |
| 3M | +11.0% | +61.8% | -50.7% | -0.7% |
| 6M | +131.3% | +59.9% | +71.4% | +106.3% |
| YTD | +182.5% | +38.5% | +144.0% | +158.5% |
| 1Y | +222.3% | -1.4% | +223.6% | +216.7% |
| 3Y | +253.0% | -21.0% | +274.0% | +247.4% |
| 5Y | +141.8% | -52.9% | +194.7% | +159.1% |
| 10Y | +1,772.2% | +332.8% | +1,439.4% | +1,374.2% |
| All | +1,791.9% | +1,158.0% | +633.9% | +1,253.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling