+129,820.1%
UNH vs PAYX
+35,385.9%
+94,434.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.5% |
| 7D | -4.5% | -4.9% | +0.3% | -3.4% |
| 30D | -6.5% | -3.8% | -2.7% | -5.8% |
| 3M | -6.0% | +17.9% | -23.9% | -10.1% |
| 6M | +33.7% | +26.1% | +7.6% | +25.3% |
| YTD | +16.4% | +6.7% | +9.6% | +13.5% |
| 1Y | +10.1% | -10.7% | +20.8% | +12.3% |
| 3Y | -16.3% | +7.0% | -23.3% | -19.1% |
| 5Y | +2.1% | +22.6% | -20.5% | -5.4% |
| 10Y | +233.1% | +166.5% | +66.6% | +156.1% |
| All | +129,820.1% | +35,385.9% | +94,434.2% | +32,658.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling