+115.6%
DT vs PAYC
-7.7%
+123.3%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -2.5% | -10.2% | +7.6% | +2.9% |
| 30D | +3.5% | +2.0% | +1.6% | +2.5% |
| 3M | +26.7% | +58.3% | -31.6% | -3.6% |
| 6M | +36.1% | +64.5% | -28.4% | +1.2% |
| YTD | +18.6% | +36.5% | -17.9% | -3.0% |
| 1Y | +7.9% | -1.3% | +9.2% | +3.9% |
| 3Y | +8.6% | -22.1% | +30.7% | +5.9% |
| 5Y | -26.7% | -53.3% | +26.7% | -2.5% |
| All | +115.6% | -7.7% | +123.3% | +80.2% |
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