+275.4%
LDOS vs PAYC
+356.0%
-80.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.7% | +4.2% | +1.3% |
| 7D | -5.4% | -2.9% | -2.5% | -4.9% |
| 30D | +4.9% | +32.8% | -27.9% | -1.2% |
| 3M | +7.2% | +69.3% | -62.1% | -3.9% |
| 6M | -24.2% | +74.0% | -98.2% | -32.7% |
| YTD | -25.8% | +46.4% | -72.2% | -32.0% |
| 1Y | -24.7% | +4.2% | -28.9% | -26.6% |
| 3Y | +39.3% | -19.7% | +59.0% | +37.6% |
| 5Y | +43.3% | -52.0% | +95.3% | +53.8% |
| All | +275.4% | +356.0% | -80.6% | +139.5% |
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