+7.7%
GEHC vs PAYX
+7.6%
+0.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.6% |
| 7D | -7.9% | -7.9% | +0.1% | -4.9% |
| 30D | -11.7% | -5.0% | -6.7% | -10.0% |
| 3M | +0.8% | +15.1% | -14.3% | -4.1% |
| 6M | -11.6% | +23.9% | -35.5% | -18.3% |
| YTD | -21.6% | +6.2% | -27.7% | -22.7% |
| 1Y | -15.3% | -9.6% | -5.7% | -10.6% |
| 3Y | -0.5% | +5.8% | -6.3% | -1.0% |
| All | +7.7% | +7.6% | +0.1% | +5.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling