+42.5%
PAYC vs DAR
+20.8%
+21.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.5% | +0.9% |
| 7D | -9.5% | -3.8% | -5.7% | -9.0% |
| 30D | +2.5% | -14.4% | +16.9% | +4.7% |
| 3M | +11.7% | -17.9% | +29.6% | +14.6% |
| 6M | +74.6% | -18.3% | +92.9% | +78.7% |
| YTD | +50.4% | +43.2% | +7.1% | +39.6% |
| 1Y | +44.0% | +57.7% | -13.7% | +31.1% |
| 3Y | +42.5% | +22.7% | +19.7% | +33.1% |
| All | +42.5% | +20.8% | +21.7% | +33.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling