+338.1%
DRI vs PAYC
+352.8%
-14.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -4.8% | -10.2% | +5.4% | -2.0% |
| 30D | -5.2% | +2.0% | -7.2% | -5.9% |
| 3M | +2.7% | +58.3% | -55.5% | -11.1% |
| 6M | +3.6% | +64.5% | -60.9% | -12.1% |
| YTD | +15.4% | +36.5% | -21.1% | +2.8% |
| 1Y | +1.3% | -1.3% | +2.5% | -1.1% |
| 3Y | +53.1% | -22.1% | +75.2% | +50.9% |
| 5Y | +64.6% | -53.3% | +117.9% | +84.0% |
| All | +338.1% | +352.8% | -14.8% | +214.7% |
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