+147.5%
GE vs PAYC
+358.9%
-211.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.4% |
| 7D | -4.0% | -5.5% | +1.5% | -2.9% |
| 30D | -11.4% | +3.8% | -15.2% | -12.2% |
| 3M | -2.6% | +65.8% | -68.4% | -13.4% |
| 6M | -0.3% | +68.7% | -69.0% | -12.4% |
| YTD | +5.4% | +38.3% | -33.0% | -3.8% |
| 1Y | +15.5% | -2.4% | +17.9% | +13.9% |
| 3Y | +260.8% | -21.5% | +282.3% | +258.5% |
| 5Y | +421.6% | -52.7% | +474.4% | +464.7% |
| All | +147.5% | +358.9% | -211.4% | +95.7% |
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 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