-9.5%
DASH vs PAYX
+49.1%
-58.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.1% | -0.9% |
| 7D | -4.5% | -1.2% | -3.4% | -3.8% |
| 30D | -6.8% | +7.8% | -14.6% | -11.9% |
| 3M | -20.7% | -6.8% | -13.9% | -17.2% |
| 6M | +15.1% | +31.3% | -16.3% | -7.3% |
| YTD | -24.3% | +7.7% | -32.0% | -29.7% |
| 1Y | -12.1% | +8.1% | -20.2% | -18.9% |
| 3Y | +91.1% | +12.2% | +78.9% | +60.1% |
| 5Y | -30.3% | +8.9% | -39.2% | -39.6% |
| All | -9.5% | +49.1% | -58.6% | -22.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling