+67.3%
DVN vs PAYX
+167.8%
-100.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.1% |
| 7D | +4.5% | -4.9% | +9.4% | +7.6% |
| 30D | +12.0% | -3.8% | +15.8% | +14.0% |
| 3M | +13.4% | +17.9% | -4.5% | +1.1% |
| 6M | +12.1% | +26.1% | -14.0% | -4.8% |
| YTD | +38.8% | +6.7% | +32.1% | +29.9% |
| 1Y | +46.0% | -10.7% | +56.8% | +53.2% |
| 3Y | +9.5% | +7.0% | +2.5% | -1.3% |
| 5Y | +125.3% | +22.6% | +102.7% | +78.3% |
| All | +67.3% | +167.8% | -100.6% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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