+512.1%
PAYC vs DAR
+307.1%
+205.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.2% | +0.4% | +1.8% |
| 7D | -0.5% | +9.2% | -9.7% | -3.5% |
| 30D | +5.2% | -12.3% | +17.4% | +9.6% |
| 3M | +18.0% | -12.7% | +30.7% | +22.5% |
| 6M | +81.6% | -12.8% | +94.4% | +87.9% |
| YTD | +57.3% | +53.8% | +3.5% | +31.5% |
| 1Y | +49.8% | +60.3% | -10.5% | +23.0% |
| 3Y | +49.0% | +31.7% | +17.2% | +23.2% |
| 5Y | -47.8% | -27.7% | -20.1% | -46.7% |
| All | +512.1% | +307.1% | +205.1% | +139.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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