+164.0%
PAYX vs DHI
+414.5%
-250.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.1% |
| 7D | -4.9% | -3.4% | -1.5% | -4.0% |
| 30D | -3.8% | -5.4% | +1.6% | -2.4% |
| 3M | +17.9% | -10.4% | +28.3% | +20.9% |
| 6M | +26.1% | -2.8% | +28.8% | +25.6% |
| YTD | +6.7% | -3.4% | +10.2% | +6.0% |
| 1Y | -10.7% | -22.9% | +12.2% | -5.8% |
| 3Y | +7.0% | +20.7% | -13.7% | -5.6% |
| 5Y | +22.6% | +62.1% | -39.5% | -5.0% |
| All | +164.0% | +414.5% | -250.5% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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