+116.5%
GLDM vs PAYC
-51.4%
+167.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.3% | -2.6% |
| 7D | +2.9% | -9.5% | +12.4% | +2.8% |
| 30D | -3.9% | +2.5% | -6.4% | -3.9% |
| 3M | -8.1% | +11.7% | -19.8% | -8.1% |
| 6M | -14.7% | +74.6% | -89.3% | -14.5% |
| YTD | -6.6% | +50.4% | -57.0% | -6.1% |
| 1Y | -2.1% | +44.0% | -46.1% | -1.5% |
| 3Y | +107.7% | +42.5% | +65.2% | +107.9% |
| 5Y | +116.5% | -50.3% | +166.7% | +121.0% |
| All | +116.5% | -51.4% | +167.9% | +121.0% |
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