+51.7%
UNP vs PAYC
-53.8%
+105.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -1.1% |
| 7D | -1.7% | -8.7% | +7.0% | -0.7% |
| 30D | -2.1% | +1.2% | -3.3% | -2.3% |
| 3M | +5.4% | +58.6% | -53.2% | -1.1% |
| 6M | +13.4% | +56.6% | -43.2% | +6.2% |
| YTD | +25.0% | +36.2% | -11.3% | +19.1% |
| 1Y | +34.6% | -2.2% | +36.8% | +34.6% |
| 3Y | +43.6% | -22.3% | +65.9% | +44.9% |
| 5Y | +51.7% | -53.9% | +105.6% | +59.1% |
| All | +51.7% | -53.8% | +105.6% | +59.1% |
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 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