+207.2%
UMC vs PAYX
-6.2%
+213.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.7% | +7.3% | +3.3% |
| 7D | +5.0% | -4.2% | +9.1% | +2.9% |
| 30D | +7.7% | +2.9% | +4.8% | +9.5% |
| 3M | +1.7% | +23.6% | -22.0% | +11.1% |
| 6M | +113.9% | +30.0% | +83.9% | +132.6% |
| YTD | +168.9% | +12.2% | +156.7% | +194.6% |
| 1Y | +207.2% | -7.5% | +214.7% | +254.9% |
| All | +207.2% | -6.2% | +213.4% | +254.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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