+95.6%
DG vs PAYC
+352.8%
-257.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | -6.3% | -10.2% | +3.9% | -4.9% |
| 30D | +2.4% | +2.0% | +0.5% | +2.1% |
| 3M | +12.4% | +58.3% | -45.9% | +5.0% |
| 6M | -14.9% | +64.5% | -79.4% | -21.1% |
| YTD | -6.1% | +36.5% | -42.6% | -11.0% |
| 1Y | +17.9% | -1.3% | +19.1% | +16.5% |
| 3Y | +3.1% | -22.1% | +25.3% | +2.3% |
| 5Y | -38.7% | -53.3% | +14.7% | -36.5% |
| All | +95.6% | +352.8% | -257.2% | +48.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling