+6.8%
GAP vs PAYC
-54.0%
+60.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | -6.3% | -10.2% | +3.9% | -3.7% |
| 30D | -0.2% | +2.0% | -2.2% | -0.9% |
| 3M | 0.0% | +58.3% | -58.3% | -13.0% |
| 6M | -8.1% | +64.5% | -72.6% | -21.9% |
| YTD | -16.5% | +36.5% | -53.0% | -25.1% |
| 1Y | -10.5% | -1.3% | -9.2% | -11.4% |
| 3Y | +104.0% | -22.1% | +126.1% | +110.1% |
| 5Y | +6.8% | -53.3% | +60.1% | +6.7% |
| All | +6.8% | -54.0% | +60.8% | +6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling