+35.8%
GEN vs PAYC
-49.7%
+85.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.0% | +0.1% | +1.6% |
| 7D | -0.8% | -9.5% | +8.7% | +1.8% |
| 30D | +31.2% | +3.3% | +27.9% | +30.0% |
| 3M | +6.1% | +14.5% | -8.5% | +2.3% |
| 6M | +38.1% | +76.0% | -37.9% | +17.8% |
| YTD | +14.4% | +53.4% | -39.0% | +0.4% |
| 1Y | +15.1% | +43.8% | -28.7% | +2.6% |
| 3Y | +68.5% | +45.3% | +23.2% | +49.1% |
| 5Y | +35.8% | -48.9% | +84.7% | +48.8% |
| All | +35.8% | -49.7% | +85.5% | +48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling