+157.2%
GEN vs PAYC
+510.1%
-352.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +2.0% | +4.9% | -2.8% | +0.8% |
| 30D | +27.7% | +4.1% | +23.6% | +26.4% |
| 3M | +3.3% | +11.5% | -8.2% | +0.5% |
| 6M | +31.8% | +85.3% | -53.5% | +12.5% |
| YTD | +13.5% | +57.3% | -43.8% | +0.2% |
| 1Y | +16.0% | +52.6% | -36.5% | +3.2% |
| 3Y | +70.6% | +48.3% | +22.3% | +51.0% |
| 5Y | +32.1% | -47.8% | +80.0% | +38.4% |
| All | +157.2% | +510.1% | -352.9% | +43.9% |
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