+104.3%
DAL vs PAYX
+178.2%
-73.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.6% |
| 7D | -1.1% | -1.2% | +0.1% | -0.4% |
| 30D | +12.8% | +7.8% | +5.0% | +7.2% |
| 3M | -5.3% | -6.8% | +1.5% | -2.2% |
| 6M | +22.4% | +31.3% | -9.0% | -0.6% |
| YTD | +25.6% | +7.7% | +17.9% | +15.2% |
| 1Y | +45.5% | +8.1% | +37.4% | +33.0% |
| 3Y | +161.0% | +12.2% | +148.8% | +127.9% |
| 5Y | +112.2% | +8.9% | +103.3% | +86.2% |
| All | +104.3% | +178.2% | -73.8% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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