+68.3%
DGX vs PAYC
-52.9%
+121.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.6% |
| 7D | -0.9% | -5.5% | +4.6% | -0.4% |
| 30D | -1.2% | +3.8% | -4.9% | -1.5% |
| 3M | +15.8% | +65.8% | -50.0% | +9.8% |
| 6M | +18.2% | +68.7% | -50.5% | +11.6% |
| YTD | +37.2% | +38.3% | -1.1% | +32.0% |
| 1Y | +30.4% | -2.4% | +32.7% | +29.8% |
| 3Y | +96.7% | -21.5% | +118.3% | +97.7% |
| All | +68.3% | -52.9% | +121.2% | +62.1% |
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