+93.8%
GD vs PAYC
-52.1%
+146.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.1% | +4.4% | -0.2% |
| 7D | -5.0% | -10.2% | +5.2% | -4.0% |
| 30D | +8.9% | +6.1% | +2.8% | +8.2% |
| 3M | -8.0% | +10.1% | -18.1% | -9.0% |
| 6M | +2.9% | +88.6% | -85.7% | -4.0% |
| YTD | +7.1% | +50.0% | -42.9% | +1.9% |
| 1Y | +5.9% | +46.1% | -40.1% | +1.1% |
| 3Y | +53.9% | +51.2% | +2.7% | +45.2% |
| All | +93.8% | -52.1% | +146.0% | +99.6% |
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