+221.4%
LDOS vs PAYC
+510.1%
-288.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.4% |
| 7D | -1.6% | +4.9% | -6.5% | -2.6% |
| 30D | +8.2% | +4.1% | +4.1% | +7.2% |
| 3M | -8.2% | +11.5% | -19.6% | -10.4% |
| 6M | +5.8% | +85.3% | -79.4% | -7.3% |
| YTD | -27.0% | +57.3% | -84.2% | -34.3% |
| 1Y | -31.0% | +52.6% | -83.5% | -37.6% |
| 3Y | +29.3% | +48.3% | -19.0% | +14.6% |
| 5Y | +48.7% | -47.8% | +96.6% | +57.5% |
| All | +221.4% | +510.1% | -288.7% | +77.5% |
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