+49.7%
GSK vs PAYC
-53.8%
+103.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.3% |
| 7D | -3.6% | -8.7% | +5.2% | -3.0% |
| 30D | -5.9% | +1.2% | -7.1% | -6.0% |
| 3M | -4.3% | +58.6% | -62.9% | -7.0% |
| 6M | -10.8% | +56.6% | -67.4% | -13.5% |
| YTD | +1.8% | +36.2% | -34.5% | -0.4% |
| 1Y | +23.5% | -2.2% | +25.7% | +23.6% |
| 3Y | +49.5% | -22.3% | +71.8% | +50.7% |
| 5Y | +49.7% | -53.9% | +103.5% | +47.9% |
| All | +49.7% | -53.8% | +103.5% | +47.9% |
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 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