+22.3%
DIS vs PAYC
+329.2%
-306.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.4% |
| 7D | -3.5% | -8.7% | +5.2% | -1.3% |
| 30D | +1.0% | +1.2% | -0.2% | +0.5% |
| 3M | +5.7% | +58.6% | -52.9% | -7.2% |
| 6M | +3.3% | +56.6% | -53.4% | -9.7% |
| YTD | -7.7% | +36.2% | -44.0% | -16.6% |
| 1Y | -10.0% | -2.2% | -7.8% | -11.4% |
| 3Y | +31.7% | -22.3% | +54.0% | +30.9% |
| 5Y | -42.2% | -53.9% | +11.7% | -35.9% |
| 10Y | +22.3% | +347.5% | -325.2% | -8.8% |
| All | +22.3% | +329.2% | -306.9% | -8.8% |
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