-38.5%
DG vs PAYC
-53.8%
+15.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -0.9% | -2.4% |
| 7D | -4.8% | -8.7% | +3.9% | -3.6% |
| 30D | +1.8% | +1.2% | +0.6% | +1.6% |
| 3M | +14.5% | +58.6% | -44.1% | +7.0% |
| 6M | -13.6% | +56.6% | -70.2% | -19.3% |
| YTD | -4.8% | +36.2% | -41.1% | -9.8% |
| 1Y | +21.6% | -2.2% | +23.8% | +19.8% |
| 3Y | +4.5% | -22.3% | +26.8% | +3.8% |
| 5Y | -38.5% | -53.9% | +15.4% | -40.8% |
| All | -38.5% | -53.8% | +15.4% | -40.8% |
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