-0.5%
UNH vs PAYC
-52.9%
+52.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.5% |
| 7D | -4.5% | -5.5% | +1.0% | -4.1% |
| 30D | -6.5% | +3.8% | -10.3% | -6.9% |
| 3M | -6.0% | +65.8% | -71.8% | -10.4% |
| 6M | +33.7% | +68.7% | -35.0% | +26.9% |
| YTD | +16.4% | +38.3% | -22.0% | +12.3% |
| 1Y | +10.1% | -2.4% | +12.5% | +9.2% |
| 3Y | -16.3% | -21.5% | +5.2% | -16.6% |
| All | -0.5% | -52.9% | +52.4% | 0.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling