+59.9%
DIA vs PAYC
-22.2%
+82.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.4% | +4.3% | -0.7% |
| 7D | +0.1% | -7.9% | +7.9% | +0.7% |
| 30D | -2.1% | +2.1% | -4.2% | -2.3% |
| 3M | +4.2% | +61.8% | -57.6% | -0.7% |
| 6M | +11.9% | +59.9% | -48.0% | +6.6% |
| YTD | +10.8% | +38.5% | -27.7% | +7.2% |
| 1Y | +17.5% | -1.4% | +18.9% | +18.1% |
| 3Y | +59.9% | -21.0% | +80.9% | +61.9% |
| All | +59.9% | -22.2% | +82.1% | +61.9% |
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