+162.6%
PAYX vs GD
+195.0%
-32.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | -0.1% | +0.1% |
| 7D | -7.9% | -3.2% | -4.7% | -6.2% |
| 30D | -5.0% | -9.6% | +4.6% | +0.3% |
| 3M | +15.1% | +4.3% | +10.8% | +12.0% |
| 6M | +23.9% | +0.5% | +23.4% | +22.7% |
| YTD | +6.2% | +6.6% | -0.4% | +1.2% |
| 1Y | -9.6% | +11.6% | -21.2% | -16.3% |
| 3Y | +5.8% | +72.6% | -66.7% | -26.1% |
| 5Y | +22.0% | +95.2% | -73.2% | -21.6% |
| All | +162.6% | +195.0% | -32.4% | +25.3% |
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