+164.0%
PAYX vs GEN
+159.8%
+4.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.3% |
| 7D | -4.9% | -1.3% | -3.6% | -4.5% |
| 30D | -3.8% | +6.1% | -9.9% | -5.3% |
| 3M | +17.9% | +27.0% | -9.1% | +10.9% |
| 6M | +26.1% | +43.9% | -17.8% | +14.5% |
| YTD | +6.7% | +13.0% | -6.2% | +2.8% |
| 1Y | -10.7% | +4.0% | -14.8% | -12.4% |
| 3Y | +7.0% | +66.2% | -59.2% | -6.9% |
| 5Y | +22.6% | +23.2% | -0.6% | +12.0% |
| All | +164.0% | +159.8% | +4.2% | +97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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