+593.9%
DHR vs PAYC
+1,158.0%
-564.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.4% | +4.2% | -0.1% |
| 7D | -0.8% | -7.9% | +7.1% | +0.8% |
| 30D | +0.2% | +2.1% | -1.9% | -0.3% |
| 3M | +12.1% | +61.8% | -49.7% | +0.6% |
| 6M | +5.4% | +59.9% | -54.5% | -5.6% |
| YTD | -10.0% | +38.5% | -48.5% | -17.3% |
| 1Y | +4.1% | -1.4% | +5.5% | +2.3% |
| 3Y | -5.2% | -21.0% | +15.8% | -6.2% |
| 5Y | -28.2% | -52.9% | +24.7% | -23.4% |
| 10Y | +208.4% | +332.8% | -124.4% | +134.6% |
| All | +593.9% | +1,158.0% | -564.2% | +364.3% |
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