+59.7%
DIA vs PAYC
+50.2%
+9.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.1% | +4.9% | -2.7% | +1.6% |
| 30D | +1.5% | +4.1% | -2.6% | +1.0% |
| 3M | -2.4% | +11.5% | -13.9% | -3.6% |
| 6M | +6.0% | +85.3% | -79.3% | -2.3% |
| YTD | +10.1% | +57.3% | -47.2% | +4.1% |
| 1Y | +11.8% | +52.6% | -40.8% | +6.2% |
| 3Y | +59.7% | +48.3% | +11.4% | +54.4% |
| All | +59.7% | +50.2% | +9.6% | +54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling