+44.0%
DLTR vs PAYC
+46.2%
-2.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.0% | +7.7% | +9.4% |
| 7D | +15.6% | +2.0% | +13.5% | +15.3% |
| 30D | +29.9% | +18.8% | +11.1% | +27.2% |
| 3M | +12.5% | +53.2% | -40.8% | +6.8% |
| 6M | +56.3% | +103.7% | -47.4% | +42.4% |
| YTD | +19.5% | +69.5% | -50.0% | +16.4% |
| 1Y | +44.0% | +48.8% | -4.8% | +47.9% |
| All | +44.0% | +46.2% | -2.2% | +47.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling