+3.7%
DT vs PAYC
-21.5%
+25.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.4% | +2.3% | -1.8% |
| 7D | -4.9% | -7.9% | +3.0% | -3.0% |
| 30D | +2.7% | +2.1% | +0.6% | +2.2% |
| 3M | +20.0% | +61.8% | -41.8% | +4.9% |
| 6M | +28.0% | +59.9% | -31.9% | +12.0% |
| YTD | +16.0% | +38.5% | -22.5% | +4.3% |
| 1Y | +0.7% | -1.4% | +2.1% | -3.5% |
| All | +3.7% | -21.5% | +25.2% | +6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling