+306.3%
GEN vs PAYC
+1,229.9%
-923.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.7% | +1.5% | -1.4% |
| 7D | -1.2% | -2.9% | +1.7% | -0.6% |
| 30D | +10.1% | +32.8% | -22.6% | +3.3% |
| 3M | +16.1% | +69.3% | -53.2% | +3.3% |
| 6M | +38.9% | +74.0% | -35.1% | +22.7% |
| YTD | +14.4% | +46.4% | -32.0% | +4.5% |
| 1Y | +5.9% | +4.2% | +1.7% | +3.2% |
| 3Y | +58.8% | -19.7% | +78.5% | +57.1% |
| 5Y | +24.7% | -52.0% | +76.7% | +31.4% |
| 10Y | +163.1% | +356.9% | -193.8% | +87.2% |
| All | +306.3% | +1,229.9% | -923.5% | +167.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling