+134.2%
DTE vs PAYC
+358.9%
-224.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -1.5% |
| 7D | -2.6% | -5.5% | +2.9% | -1.9% |
| 30D | -4.4% | +3.8% | -8.2% | -5.0% |
| 3M | -8.3% | +65.8% | -74.1% | -15.2% |
| 6M | -8.1% | +68.7% | -76.8% | -15.5% |
| YTD | +4.4% | +38.3% | -33.9% | -1.5% |
| 1Y | +0.2% | -2.4% | +2.6% | -0.6% |
| 3Y | +42.6% | -21.5% | +64.2% | +41.9% |
| 5Y | +31.5% | -52.7% | +84.2% | +39.1% |
| All | +134.2% | +358.9% | -224.6% | +88.9% |
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 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