+186.0%
DG vs PAYC
+1,328.5%
-1,142.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | +0.3% | +4.9% | -4.6% | -0.3% |
| 30D | +3.2% | +4.1% | -0.9% | +2.7% |
| 3M | +10.4% | +11.5% | -1.0% | +8.9% |
| 6M | +33.2% | +85.3% | -52.1% | +23.0% |
| YTD | +3.0% | +57.3% | -54.3% | -3.4% |
| 1Y | +31.2% | +52.6% | -21.3% | +23.5% |
| 3Y | +21.8% | +48.3% | -26.4% | +13.4% |
| 5Y | -35.0% | -47.8% | +12.9% | -34.0% |
| 10Y | +106.0% | +515.9% | -409.8% | +63.7% |
| All | +186.0% | +1,328.5% | -1,142.6% | +113.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling