-21.0%
PAYC vs DAR
+14.9%
-35.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.9% | -8.3% | -5.9% |
| 7D | -7.9% | -0.9% | -7.0% | -7.8% |
| 30D | +2.1% | +13.0% | -10.8% | -0.2% |
| 3M | +61.8% | +15.0% | +46.8% | +57.3% |
| 6M | +59.9% | +26.8% | +33.1% | +52.6% |
| YTD | +38.5% | +86.4% | -47.9% | +23.0% |
| 1Y | -1.4% | +115.1% | -116.5% | -15.3% |
| 3Y | -21.0% | +14.6% | -35.6% | -25.5% |
| All | -21.0% | +14.9% | -35.9% | -25.5% |
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