+4.0%
GEN vs PAYC
-0.1%
+4.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.4% | +0.5% |
| 7D | -1.3% | -5.5% | +4.2% | +0.7% |
| 30D | +6.1% | +3.8% | +2.3% | +4.8% |
| 3M | +27.0% | +65.8% | -38.9% | +1.6% |
| 6M | +43.9% | +68.7% | -24.8% | +13.5% |
| YTD | +13.0% | +38.3% | -25.4% | -3.8% |
| 1Y | +4.0% | -2.4% | +6.4% | -2.8% |
| All | +4.0% | -0.1% | +4.1% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling