-7.0%
DASH vs PAYC
-52.1%
+45.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.1% | +4.9% | +2.6% |
| 7D | +0.4% | -10.2% | +10.6% | +6.5% |
| 30D | -6.0% | +6.1% | -12.2% | -9.0% |
| 3M | -15.8% | +10.1% | -25.8% | -20.2% |
| 6M | +7.0% | +88.6% | -81.7% | -27.0% |
| YTD | -20.7% | +50.0% | -70.6% | -39.0% |
| 1Y | -8.5% | +46.1% | -54.6% | -28.8% |
| 3Y | +101.8% | +51.2% | +50.6% | +44.9% |
| All | -7.0% | -52.1% | +45.1% | +27.6% |
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