+31.0%
DIS vs PAYC
+510.1%
-479.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.8% |
| 7D | +0.9% | -0.5% | +1.3% | +0.9% |
| 30D | +8.9% | +5.2% | +3.7% | +7.3% |
| 3M | +14.5% | +18.0% | -3.4% | +9.3% |
| 6M | +12.2% | +81.6% | -69.4% | -5.5% |
| YTD | +4.7% | +57.3% | -52.5% | -9.3% |
| 1Y | +2.8% | +49.8% | -47.0% | -9.8% |
| 3Y | +38.1% | +49.0% | -10.8% | +18.0% |
| 5Y | -23.6% | -47.8% | +24.2% | -17.7% |
| All | +31.0% | +510.1% | -479.0% | -7.6% |
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