+279.5%
UNP vs PAYC
+352.8%
-73.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -1.2% | -10.2% | +9.0% | +0.7% |
| 30D | -2.0% | +2.0% | -3.9% | -2.4% |
| 3M | +7.5% | +58.3% | -50.8% | -2.2% |
| 6M | +15.3% | +64.5% | -49.2% | +3.5% |
| YTD | +25.4% | +36.5% | -11.1% | +16.3% |
| 1Y | +35.6% | -1.3% | +36.9% | +33.8% |
| 3Y | +44.1% | -22.1% | +66.3% | +43.4% |
| 5Y | +54.0% | -53.3% | +107.3% | +65.6% |
| All | +279.5% | +352.8% | -73.4% | +188.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling