+517.3%
UNH vs PAYC
+1,158.0%
-640.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.4% | +6.3% | +1.7% |
| 7D | +1.1% | -7.9% | +9.0% | +2.4% |
| 30D | -1.5% | +2.1% | -3.7% | -2.0% |
| 3M | -0.8% | +61.8% | -62.6% | -8.8% |
| 6M | +41.8% | +59.9% | -18.1% | +30.1% |
| YTD | +23.1% | +38.5% | -15.4% | +15.3% |
| 1Y | +28.5% | -1.4% | +29.9% | +26.9% |
| 3Y | -11.8% | -21.0% | +9.2% | -12.9% |
| 5Y | +5.3% | -52.9% | +58.3% | +10.5% |
| 10Y | +247.4% | +332.8% | -85.4% | +154.3% |
| All | +517.3% | +1,158.0% | -640.7% | +300.9% |
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