+129.3%
DAL vs PAYX
+166.4%
-37.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.9% |
| 7D | -0.6% | -7.9% | +7.3% | +4.5% |
| 30D | -13.5% | -5.0% | -8.4% | -10.9% |
| 3M | +2.6% | +15.1% | -12.5% | -7.7% |
| 6M | +32.7% | +23.9% | +8.8% | +12.1% |
| YTD | +13.6% | +6.2% | +7.5% | +6.2% |
| 1Y | +28.8% | -9.6% | +38.5% | +34.3% |
| 3Y | +98.2% | +5.8% | +92.3% | +81.5% |
| 5Y | +105.9% | +22.0% | +84.0% | +67.3% |
| All | +129.3% | +166.4% | -37.1% | +12.5% |
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