+180.6%
DVA vs PAYC
+358.9%
-178.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.1% |
| 7D | -1.3% | -5.5% | +4.2% | -0.6% |
| 30D | 0.0% | +3.8% | -3.8% | -0.6% |
| 3M | -10.9% | +65.8% | -76.7% | -17.7% |
| 6M | +17.3% | +68.7% | -51.4% | +7.4% |
| YTD | +59.8% | +38.3% | +21.5% | +50.4% |
| 1Y | +36.3% | -2.4% | +38.6% | +35.5% |
| 3Y | +88.6% | -21.5% | +110.2% | +88.4% |
| 5Y | +47.5% | -52.7% | +100.3% | +56.6% |
| All | +180.6% | +358.9% | -178.3% | +118.1% |
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