-41.1%
DIS vs PAYC
-51.7%
+10.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.7% | +2.0% | -0.8% |
| 7D | -2.6% | -2.9% | +0.3% | -1.9% |
| 30D | +3.5% | +32.8% | -29.3% | -4.1% |
| 3M | +6.8% | +69.3% | -62.5% | -7.2% |
| 6M | +3.0% | +74.0% | -71.0% | -11.8% |
| YTD | -6.7% | +46.4% | -53.1% | -16.7% |
| 1Y | -10.1% | +4.2% | -14.2% | -12.3% |
| 3Y | +33.0% | -19.7% | +52.8% | +35.0% |
| All | -41.1% | -51.7% | +10.6% | -37.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling