+76.7%
GSK vs PAYC
+358.9%
-282.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | -3.5% | -5.5% | +2.0% | -3.0% |
| 30D | -3.4% | +3.8% | -7.2% | -3.8% |
| 3M | -8.1% | +65.8% | -73.9% | -13.1% |
| 6M | -11.1% | +68.7% | -79.8% | -16.4% |
| YTD | +0.7% | +38.3% | -37.6% | -3.3% |
| 1Y | +20.1% | -2.4% | +22.5% | +19.5% |
| 3Y | +46.1% | -21.5% | +67.7% | +45.9% |
| 5Y | +48.2% | -52.7% | +100.9% | +54.1% |
| All | +76.7% | +358.9% | -282.1% | +50.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling