+311.1%
UNP vs PAYC
+1,229.9%
-918.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.7% | +3.8% | +0.8% |
| 7D | -5.3% | -2.9% | -2.5% | -4.9% |
| 30D | -1.5% | +32.8% | -34.3% | -6.6% |
| 3M | +10.3% | +69.3% | -59.0% | +0.1% |
| 6M | +9.7% | +74.0% | -64.3% | -1.5% |
| YTD | +27.1% | +46.4% | -19.3% | +17.3% |
| 1Y | +32.6% | +4.2% | +28.4% | +29.7% |
| 3Y | +40.0% | -19.7% | +59.7% | +38.5% |
| 5Y | +50.8% | -52.0% | +102.9% | +59.2% |
| 10Y | +278.6% | +356.9% | -78.3% | +180.5% |
| All | +311.1% | +1,229.9% | -918.7% | +178.0% |
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