+66.6%
DRI vs PAYC
-53.8%
+120.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.4% |
| 7D | -4.8% | -8.7% | +3.9% | -3.3% |
| 30D | -3.9% | +1.2% | -5.1% | -4.3% |
| 3M | +5.1% | +58.6% | -53.5% | -4.3% |
| 6M | +5.5% | +56.6% | -51.1% | -4.2% |
| YTD | +16.5% | +36.2% | -19.8% | +8.5% |
| 1Y | +2.0% | -2.2% | +4.2% | +1.6% |
| 3Y | +54.5% | -22.3% | +76.8% | +57.0% |
| 5Y | +66.6% | -53.9% | +120.5% | +72.5% |
| All | +66.6% | -53.8% | +120.4% | +72.5% |
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