+35,732.2%
PAYX vs GEN
+8,593.9%
+27,138.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.7% | -1.2% | -3.5% |
| 7D | -6.9% | -0.7% | -6.2% | -6.8% |
| 30D | -2.6% | +2.6% | -5.2% | -3.0% |
| 3M | +19.4% | +15.8% | +3.7% | +16.7% |
| 6M | +18.7% | +33.1% | -14.5% | +13.2% |
| YTD | +7.8% | +11.3% | -3.5% | +5.7% |
| 1Y | -9.9% | +1.7% | -11.5% | -10.3% |
| 3Y | +7.4% | +58.1% | -50.7% | -0.9% |
| 5Y | +21.8% | +20.6% | +1.2% | +16.0% |
| 10Y | +161.3% | +149.0% | +12.3% | +116.4% |
| All | +35,732.2% | +8,593.9% | +27,138.3% | +14,571.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling