+401.2%
DGX vs PAYC
+1,137.5%
-736.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.2% |
| 7D | -2.2% | -8.7% | +6.5% | -1.0% |
| 30D | -0.9% | +1.2% | -2.1% | -1.1% |
| 3M | +15.6% | +58.6% | -43.0% | +7.7% |
| 6M | +17.8% | +56.6% | -38.8% | +9.5% |
| YTD | +37.5% | +36.2% | +1.2% | +30.0% |
| 1Y | +31.2% | -2.2% | +33.3% | +29.9% |
| 3Y | +96.6% | -22.3% | +118.9% | +95.3% |
| 5Y | +64.9% | -53.9% | +118.8% | +73.0% |
| 10Y | +254.6% | +347.5% | -92.9% | +160.2% |
| All | +401.2% | +1,137.5% | -736.2% | +245.1% |
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 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