+7.8%
DBX vs PAYC
-53.8%
+61.6%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +2.8% |
| 7D | +0.3% | -8.7% | +9.0% | +3.3% |
| 30D | 0.0% | +1.2% | -1.2% | -0.3% |
| 3M | +26.1% | +58.6% | -32.5% | +6.9% |
| 6M | +29.4% | +56.6% | -27.3% | +9.7% |
| YTD | +24.4% | +36.2% | -11.8% | +10.0% |
| 1Y | +10.9% | -2.2% | +13.1% | +8.9% |
| 3Y | +24.1% | -22.3% | +46.4% | +25.7% |
| 5Y | +7.8% | -53.9% | +61.6% | +24.1% |
| All | +7.8% | -53.8% | +61.6% | +24.1% |
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