+455.9%
DLR vs PAYC
+1,229.9%
-773.9%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.7% | +4.0% | +0.8% |
| 7D | +1.6% | -2.9% | +4.5% | +2.0% |
| 30D | -3.4% | +32.8% | -36.1% | -7.7% |
| 3M | +0.5% | +69.3% | -68.8% | -7.8% |
| 6M | +4.6% | +74.0% | -69.4% | -5.0% |
| YTD | +23.4% | +46.4% | -23.0% | +14.9% |
| 1Y | +19.0% | +4.2% | +14.9% | +16.7% |
| 3Y | +56.5% | -19.7% | +76.3% | +55.0% |
| 5Y | +33.3% | -52.0% | +85.4% | +39.7% |
| 10Y | +165.1% | +356.9% | -191.8% | +117.5% |
| All | +455.9% | +1,229.9% | -773.9% | +363.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling