+7.0%
PAYX vs DHI
+21.1%
-14.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.3% |
| 7D | -4.9% | -3.4% | -1.5% | -4.5% |
| 30D | -3.8% | -5.4% | +1.6% | -3.2% |
| 3M | +17.9% | -10.4% | +28.3% | +19.1% |
| 6M | +26.1% | -2.8% | +28.8% | +25.8% |
| YTD | +6.7% | -3.4% | +10.2% | +6.3% |
| 1Y | -10.7% | -22.9% | +12.2% | -8.7% |
| 3Y | +7.0% | +20.7% | -13.7% | +2.1% |
| All | +7.0% | +21.1% | -14.1% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling