+236.4%
LDOS vs PAYC
+535.4%
-299.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.0% | -4.4% | -2.8% |
| 7D | -1.3% | -9.5% | +8.2% | +0.6% |
| 30D | +10.1% | +3.3% | +6.9% | +9.3% |
| 3M | -4.7% | +14.5% | -19.2% | -7.4% |
| 6M | +5.6% | +76.0% | -70.5% | -6.6% |
| YTD | -25.1% | +53.4% | -78.4% | -32.3% |
| 1Y | -31.7% | +43.8% | -75.5% | -37.5% |
| 3Y | +33.7% | +45.3% | -11.6% | +19.1% |
| 5Y | +54.4% | -48.9% | +103.3% | +64.1% |
| 10Y | +236.4% | +500.5% | -264.1% | +85.7% |
| All | +236.4% | +535.4% | -299.0% | +85.7% |
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