+77.9%
DRI vs PAYC
-51.4%
+129.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | +4.2% | -9.5% | +13.7% | +6.0% |
| 30D | +15.7% | +2.5% | +13.2% | +15.1% |
| 3M | +5.8% | +11.7% | -5.9% | +3.4% |
| 6M | +18.4% | +74.6% | -56.2% | +5.7% |
| YTD | +28.2% | +50.4% | -22.2% | +17.2% |
| 1Y | +35.9% | +44.0% | -8.1% | +25.3% |
| 3Y | +67.7% | +42.5% | +25.3% | +51.8% |
| 5Y | +77.9% | -50.3% | +128.1% | +101.9% |
| All | +77.9% | -51.4% | +129.3% | +101.9% |
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