+100.3%
GD vs PAYC
-48.2%
+148.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.7% | -1.4% |
| 7D | +1.9% | -0.5% | +2.4% | +1.9% |
| 30D | +9.2% | +5.2% | +4.1% | +8.6% |
| 3M | -7.5% | +18.0% | -25.4% | -9.0% |
| 6M | +5.8% | +81.6% | -75.9% | -0.9% |
| YTD | +9.8% | +57.3% | -47.5% | +4.1% |
| 1Y | +5.8% | +49.8% | -44.0% | +0.7% |
| 3Y | +58.0% | +49.0% | +9.0% | +49.4% |
| All | +100.3% | -48.2% | +148.5% | +102.7% |
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