+249.4%
LDOS vs PAYC
+474.5%
-225.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.0% |
| 7D | +1.9% | -9.5% | +11.4% | +3.9% |
| 30D | +12.8% | +2.5% | +10.3% | +12.1% |
| 3M | -1.0% | +11.7% | -12.7% | -3.4% |
| 6M | +6.2% | +74.6% | -68.4% | -5.9% |
| YTD | -23.2% | +50.4% | -73.6% | -30.3% |
| 1Y | -29.5% | +44.0% | -73.5% | -35.4% |
| 3Y | +37.1% | +42.5% | -5.4% | +22.5% |
| 5Y | +55.6% | -50.3% | +105.9% | +66.5% |
| 10Y | +249.4% | +521.2% | -271.8% | +95.1% |
| All | +249.4% | +474.5% | -225.1% | +95.1% |
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