+144.2%
PAYX vs DBX
+22.6%
+121.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | +0.2% |
| 7D | -4.9% | +2.1% | -7.0% | -5.4% |
| 30D | -3.8% | +5.7% | -9.5% | -5.1% |
| 3M | +17.9% | +31.8% | -13.9% | +10.0% |
| 6M | +26.1% | +37.5% | -11.4% | +15.9% |
| YTD | +6.7% | +27.9% | -21.2% | -0.1% |
| 1Y | -10.7% | +15.0% | -25.8% | -14.6% |
| 3Y | +7.0% | +27.2% | -20.2% | -2.6% |
| 5Y | +22.6% | +12.8% | +9.8% | +11.8% |
| All | +144.2% | +22.6% | +121.6% | +96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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