+102.5%
GD vs PAYC
-51.4%
+153.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.8% | +1.4% |
| 7D | -1.9% | -9.5% | +7.6% | -1.0% |
| 30D | +10.9% | +2.5% | +8.4% | +10.6% |
| 3M | -6.8% | +11.7% | -18.4% | -7.8% |
| 6M | +7.0% | +74.6% | -67.6% | +0.7% |
| YTD | +11.1% | +50.4% | -39.3% | +5.8% |
| 1Y | +7.0% | +44.0% | -37.0% | +2.3% |
| 3Y | +59.9% | +42.5% | +17.4% | +51.9% |
| 5Y | +102.5% | -50.3% | +152.7% | +106.6% |
| All | +102.5% | -51.4% | +153.9% | +106.6% |
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