+203.8%
DHR vs PAYC
+358.9%
-155.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.5% |
| 7D | -3.6% | -5.5% | +1.9% | -2.4% |
| 30D | -2.7% | +3.8% | -6.5% | -3.7% |
| 3M | +10.9% | +65.8% | -54.9% | -2.7% |
| 6M | +3.0% | +68.7% | -65.7% | -10.5% |
| YTD | -12.2% | +38.3% | -50.5% | -20.3% |
| 1Y | +3.3% | -2.4% | +5.7% | +1.6% |
| 3Y | -8.2% | -21.5% | +13.3% | -9.0% |
| 5Y | -29.9% | -52.7% | +22.8% | -24.0% |
| All | +203.8% | +358.9% | -155.1% | +116.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling