+1,842.6%
UMC vs PAYX
+167.8%
+1,674.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.8% | +2.2% |
| 7D | +9.0% | -4.9% | +13.9% | +10.5% |
| 30D | +17.2% | -3.8% | +21.0% | +18.3% |
| 3M | +11.4% | +17.9% | -6.5% | +3.3% |
| 6M | +137.5% | +26.1% | +111.4% | +113.4% |
| YTD | +193.1% | +6.7% | +186.4% | +179.4% |
| 1Y | +240.3% | -10.7% | +251.0% | +248.8% |
| 3Y | +262.2% | +7.0% | +255.2% | +237.5% |
| 5Y | +143.1% | +22.6% | +120.5% | +116.2% |
| All | +1,842.6% | +167.8% | +1,674.8% | +1,365.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling