+102.9%
DAL vs PAYC
-52.1%
+155.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.1% | +7.2% | +3.5% |
| 7D | +8.8% | -10.2% | +19.0% | +11.8% |
| 30D | +5.4% | +6.1% | -0.8% | +3.6% |
| 3M | -4.9% | +10.1% | -15.0% | -7.7% |
| 6M | +19.8% | +88.6% | -68.8% | -1.8% |
| YTD | +27.0% | +50.0% | -23.0% | +10.6% |
| 1Y | +52.5% | +46.1% | +6.4% | +33.7% |
| 3Y | +173.8% | +51.2% | +122.7% | +135.8% |
| All | +102.9% | -52.1% | +155.0% | +177.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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