+329.3%
UNP vs PAYC
+1,328.5%
-999.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +4.2% | +4.9% | -0.6% | +3.4% |
| 30D | +5.6% | +4.1% | +1.5% | +4.8% |
| 3M | +2.0% | +11.5% | -9.4% | 0.0% |
| 6M | +15.4% | +85.3% | -69.9% | +2.9% |
| YTD | +32.7% | +57.3% | -24.5% | +20.9% |
| 1Y | +39.4% | +52.6% | -13.1% | +27.7% |
| 3Y | +54.3% | +48.3% | +6.0% | +39.5% |
| 5Y | +39.6% | -47.8% | +87.5% | +45.3% |
| 10Y | +288.9% | +515.9% | -227.0% | +178.9% |
| All | +329.3% | +1,328.5% | -999.2% | +186.5% |
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