+9,196.8%
UNP vs PAYX
+35,195.9%
-25,999.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | -1.2% | -7.9% | +6.7% | +0.8% |
| 30D | -2.0% | -5.0% | +3.1% | -0.8% |
| 3M | +7.5% | +15.1% | -7.6% | +3.6% |
| 6M | +15.3% | +23.9% | -8.6% | +8.7% |
| YTD | +25.4% | +6.2% | +19.2% | +22.5% |
| 1Y | +35.6% | -9.6% | +45.2% | +37.7% |
| 3Y | +44.1% | +5.8% | +38.3% | +40.0% |
| 5Y | +54.0% | +22.0% | +32.0% | +44.1% |
| 10Y | +283.9% | +165.1% | +118.8% | +201.3% |
| All | +9,196.8% | +35,195.9% | -25,999.1% | +4,001.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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