+207.2%
GILD vs PAYC
+1,156.6%
-949.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -0.9% |
| 7D | -4.8% | -5.5% | +0.7% | -4.3% |
| 30D | +5.8% | +3.8% | +2.0% | +5.3% |
| 3M | +14.9% | +65.8% | -50.9% | +8.6% |
| 6M | -0.4% | +68.7% | -69.1% | -6.3% |
| YTD | +18.5% | +38.3% | -19.8% | +13.6% |
| 1Y | +25.1% | -2.4% | +27.5% | +24.4% |
| 3Y | +105.9% | -21.5% | +127.4% | +104.8% |
| 5Y | +143.0% | -52.7% | +195.7% | +150.3% |
| 10Y | +162.4% | +354.4% | -192.0% | +104.4% |
| All | +207.2% | +1,156.6% | -949.4% | +126.9% |
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 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