-3.5%
GEHC vs PAYX
+6.4%
-9.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.7% |
| 7D | -7.2% | -4.9% | -2.3% | -5.3% |
| 30D | -11.6% | -3.8% | -7.8% | -10.3% |
| 3M | -0.8% | +17.9% | -18.7% | -6.4% |
| 6M | -11.9% | +26.1% | -38.0% | -19.1% |
| YTD | -21.9% | +6.7% | -28.7% | -22.8% |
| 1Y | -17.8% | -10.7% | -7.1% | -11.8% |
| 3Y | -3.5% | +7.0% | -10.5% | -2.8% |
| All | -3.5% | +6.4% | -9.9% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 3y: compounded portfolio wealth divided by compounded PAYX 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…
3y analysis · Full analysis span regression · 6 months rolling