+180.9%
PAYX vs GD
+165.7%
+15.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -1.2% | +2.7% | -3.8% | -2.6% |
| 30D | +7.8% | +8.6% | -0.8% | +2.8% |
| 3M | -6.8% | -7.1% | +0.2% | -3.2% |
| 6M | +31.3% | +7.5% | +23.9% | +25.3% |
| YTD | +7.7% | +9.9% | -2.2% | +0.8% |
| 1Y | +8.1% | +7.6% | +0.5% | +2.3% |
| 3Y | +12.2% | +56.2% | -44.0% | -16.4% |
| 5Y | +8.9% | +100.6% | -91.7% | -31.2% |
| All | +180.9% | +165.7% | +15.2% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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