-8.9%
DASH vs PAYX
+48.5%
-57.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | -4.1% | -3.6% | -0.5% | -1.7% |
| 30D | -10.6% | +9.5% | -20.1% | -16.5% |
| 3M | -18.8% | -3.3% | -15.4% | -17.5% |
| 6M | +11.2% | +27.1% | -15.9% | -8.2% |
| YTD | -23.8% | +7.3% | -31.1% | -29.1% |
| 1Y | -12.2% | +8.3% | -20.5% | -19.0% |
| 3Y | +97.3% | +11.6% | +85.7% | +65.9% |
| 5Y | -29.8% | +8.5% | -38.3% | -39.1% |
| All | -8.9% | +48.5% | -57.4% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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