+39.3%
GEHC vs PAYC
-20.5%
+59.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +0.8% | +4.9% | -4.1% | -0.1% |
| 30D | +21.3% | +4.1% | +17.2% | +20.4% |
| 3M | +12.6% | +11.5% | +1.1% | +10.3% |
| 6M | +34.3% | +85.3% | -51.0% | +19.4% |
| YTD | +1.4% | +57.3% | -55.8% | -7.4% |
| 1Y | +12.5% | +52.6% | -40.1% | +3.2% |
| 3Y | +19.2% | +48.3% | -29.1% | +11.0% |
| All | +39.3% | -20.5% | +59.7% | +33.9% |
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