+228.3%
GE vs PAYC
+1,229.9%
-1,001.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.7% | +4.8% | +1.7% |
| 7D | -1.6% | -2.9% | +1.3% | -1.1% |
| 30D | -11.6% | +32.8% | -44.3% | -16.4% |
| 3M | +3.0% | +69.3% | -66.3% | -7.2% |
| 6M | -0.5% | +74.0% | -74.5% | -11.5% |
| YTD | +9.7% | +46.4% | -36.7% | +0.4% |
| 1Y | +20.0% | +4.2% | +15.9% | +17.1% |
| 3Y | +275.8% | -19.7% | +295.6% | +271.9% |
| 5Y | +429.1% | -52.0% | +481.1% | +461.1% |
| 10Y | +151.2% | +356.9% | -205.7% | +96.2% |
| All | +228.3% | +1,229.9% | -1,001.6% | +139.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling