-22.8%
CDW vs PAYC
-53.3%
+30.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.4% | +0.2% | -3.8% |
| 7D | -3.9% | -7.9% | +4.0% | -1.8% |
| 30D | +6.9% | +2.1% | +4.8% | +6.4% |
| 3M | +7.7% | +61.8% | -54.1% | -5.6% |
| 6M | +18.3% | +59.9% | -41.6% | +4.0% |
| YTD | +7.8% | +38.5% | -30.7% | -2.3% |
| 1Y | -12.2% | -1.4% | -10.8% | -13.9% |
| 3Y | -28.9% | -21.0% | -7.9% | -28.8% |
| 5Y | -22.8% | -52.9% | +30.1% | -14.7% |
| All | -22.8% | -53.3% | +30.5% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 5y: compounded portfolio wealth divided by compounded PAYC 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…
5y analysis · Full analysis span regression · 6 months rolling