+30.6%
UPS vs PAYC
+46.2%
-15.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.0% | +2.7% | +4.8% |
| 7D | +8.2% | +2.0% | +6.2% | +8.3% |
| 30D | +22.7% | +18.8% | +4.0% | +23.3% |
| 3M | +6.4% | +53.2% | -46.8% | +8.9% |
| 6M | +22.6% | +103.7% | -81.1% | +25.5% |
| YTD | +20.7% | +69.5% | -48.8% | +24.2% |
| 1Y | +30.6% | +48.8% | -18.2% | +34.7% |
| All | +30.6% | +46.2% | -15.5% | +34.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling