+152.0%
GE vs PAYC
+510.1%
-358.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.7% | +4.9% | -2.2% | +1.7% |
| 30D | +8.1% | +4.1% | +3.9% | +7.0% |
| 3M | -7.9% | +11.5% | -19.3% | -10.2% |
| 6M | +12.9% | +85.3% | -72.4% | -2.5% |
| YTD | +8.2% | +57.3% | -49.1% | -4.1% |
| 1Y | +9.7% | +52.6% | -42.9% | -2.2% |
| 3Y | +266.1% | +48.3% | +217.8% | +220.5% |
| 5Y | +407.4% | -47.8% | +455.2% | +441.3% |
| All | +152.0% | +510.1% | -358.2% | +97.3% |
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