+1,055.3%
DELL vs PAYC
-54.0%
+1,109.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.6% | -5.4% |
| 7D | -1.9% | -10.2% | +8.3% | -0.4% |
| 30D | +14.9% | +2.0% | +12.9% | +14.4% |
| 3M | +37.2% | +58.3% | -21.1% | +24.9% |
| 6M | +254.0% | +64.5% | +189.5% | +218.2% |
| YTD | +306.1% | +36.5% | +269.6% | +278.8% |
| 1Y | +312.3% | -1.3% | +313.5% | +312.8% |
| 3Y | +654.0% | -22.1% | +676.2% | +670.7% |
| 5Y | +1,055.3% | -53.3% | +1,108.7% | +1,108.1% |
| All | +1,055.3% | -54.0% | +1,109.4% | +1,108.1% |
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