+252.0%
LDOS vs PAYC
+451.9%
-200.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.4% |
| 7D | -5.8% | -11.1% | +5.3% | -3.6% |
| 30D | +11.6% | +1.8% | +9.7% | +11.1% |
| 3M | -1.0% | +10.2% | -11.2% | -3.1% |
| 6M | +5.1% | +73.5% | -68.5% | -6.7% |
| YTD | -24.0% | +49.4% | -73.5% | -30.9% |
| 1Y | -30.3% | +47.2% | -77.5% | -36.4% |
| 3Y | +37.0% | +44.4% | -7.5% | +22.2% |
| 5Y | +53.4% | -52.1% | +105.5% | +65.6% |
| 10Y | +252.0% | +474.3% | -222.3% | +106.6% |
| All | +252.0% | +451.9% | -200.0% | +106.6% |
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