+37.3%
DLR vs PAYC
-49.0%
+86.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.8% | -0.1% |
| 7D | -2.0% | -9.5% | +7.5% | -0.7% |
| 30D | +0.5% | +3.3% | -2.7% | 0.0% |
| 3M | -4.4% | +14.5% | -18.9% | -6.5% |
| 6M | -6.4% | +76.0% | -82.5% | -15.1% |
| YTD | +19.5% | +53.4% | -33.9% | +10.5% |
| 1Y | +10.5% | +43.8% | -33.3% | +3.4% |
| 3Y | +54.0% | +45.3% | +8.7% | +40.8% |
| All | +37.3% | -49.0% | +86.4% | +57.8% |
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