+36.4%
UPS vs PAYC
+358.9%
-322.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.1% |
| 7D | -2.0% | -5.5% | +3.5% | -1.0% |
| 30D | -2.0% | +3.8% | -5.7% | -2.7% |
| 3M | -6.2% | +65.8% | -72.0% | -15.7% |
| 6M | +2.8% | +68.7% | -65.9% | -8.4% |
| YTD | +5.9% | +38.3% | -32.4% | -2.2% |
| 1Y | +26.2% | -2.4% | +28.6% | +24.7% |
| 3Y | -26.0% | -21.5% | -4.5% | -26.5% |
| 5Y | -34.3% | -52.7% | +18.4% | -29.9% |
| All | +36.4% | +358.9% | -322.5% | -3.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling