+45.5%
UNP vs PAYC
-22.2%
+67.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.4% | +5.0% | 0.0% |
| 7D | -0.7% | -7.9% | +7.1% | -0.1% |
| 30D | -1.1% | +2.1% | -3.3% | -1.4% |
| 3M | +7.9% | +61.8% | -53.9% | +3.0% |
| 6M | +14.6% | +59.9% | -45.3% | +9.4% |
| YTD | +26.6% | +38.5% | -11.9% | +22.7% |
| 1Y | +35.6% | -1.4% | +36.9% | +36.9% |
| 3Y | +45.5% | -21.0% | +66.5% | +48.1% |
| All | +45.5% | -22.2% | +67.7% | +48.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling