+36.3%
DIS vs PAYC
+474.5%
-438.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | -0.1% |
| 7D | +4.4% | -9.5% | +13.9% | +7.1% |
| 30D | +10.3% | +2.5% | +7.9% | +9.5% |
| 3M | +15.5% | +11.7% | +3.9% | +11.8% |
| 6M | +11.2% | +74.6% | -63.4% | -5.4% |
| YTD | +5.6% | +50.4% | -44.8% | -7.4% |
| 1Y | +7.7% | +44.0% | -36.3% | -4.5% |
| 3Y | +39.3% | +42.5% | -3.2% | +20.3% |
| 5Y | -29.5% | -50.3% | +20.7% | -23.1% |
| 10Y | +36.3% | +521.2% | -485.0% | -6.7% |
| All | +36.3% | +474.5% | -438.2% | -6.7% |
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