+7.2%
DG vs PAYC
-22.2%
+29.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.4% | +1.4% | -3.3% |
| 7D | -2.5% | -7.9% | +5.4% | -1.5% |
| 30D | +1.0% | +2.1% | -1.1% | +0.7% |
| 3M | +20.3% | +61.8% | -41.5% | +12.9% |
| 6M | -11.7% | +59.9% | -71.7% | -17.3% |
| YTD | -2.3% | +38.5% | -40.8% | -7.3% |
| 1Y | +20.0% | -1.4% | +21.4% | +17.0% |
| 3Y | +7.2% | -21.0% | +28.2% | +6.5% |
| All | +7.2% | -22.2% | +29.4% | +6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling