+19.0%
DLR vs PAYX
-6.2%
+25.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | 0.0% |
| 7D | +1.6% | -4.2% | +5.8% | +1.1% |
| 30D | -3.4% | +2.9% | -6.3% | -3.0% |
| 3M | +0.5% | +23.6% | -23.1% | +2.5% |
| 6M | +4.6% | +30.0% | -25.5% | +7.1% |
| YTD | +23.4% | +12.2% | +11.2% | +26.7% |
| 1Y | +19.0% | -7.5% | +26.5% | +19.3% |
| All | +19.0% | -6.2% | +25.3% | +19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling