-53.9%
PAYC vs DAR
-8.0%
-45.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.8% |
| 7D | -8.7% | -0.2% | -8.6% | -8.8% |
| 30D | +1.2% | +7.4% | -6.3% | -0.9% |
| 3M | +58.6% | +15.7% | +42.9% | +52.0% |
| 6M | +56.6% | +30.0% | +26.6% | +45.0% |
| YTD | +36.2% | +87.5% | -51.3% | +14.0% |
| 1Y | -2.2% | +113.4% | -115.6% | -21.8% |
| 3Y | -22.3% | +15.3% | -37.6% | -27.1% |
| 5Y | -53.9% | -4.3% | -49.5% | -56.6% |
| All | -53.9% | -8.0% | -45.9% | -56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling