-7.5%
PAYX vs GSK
+31.2%
-38.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.9% | -0.8% | -2.7% |
| 7D | -4.2% | -1.8% | -2.4% | -4.2% |
| 30D | +2.9% | -2.2% | +5.1% | +2.9% |
| 3M | +23.6% | -1.8% | +25.4% | +23.7% |
| 6M | +30.0% | -10.6% | +40.6% | +29.1% |
| YTD | +12.2% | +4.4% | +7.8% | +11.9% |
| 1Y | -7.5% | +30.4% | -37.9% | -5.8% |
| All | -7.5% | +31.2% | -38.7% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 1y: compounded portfolio wealth divided by compounded GSK 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…
1y analysis · Full analysis span regression · 6 months rolling