+32.4%
DLTR vs PAYC
-52.9%
+85.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.6% |
| 7D | -10.1% | -5.5% | -4.6% | -9.3% |
| 30D | -8.1% | +3.8% | -11.9% | -8.7% |
| 3M | +2.9% | +65.8% | -63.0% | -5.5% |
| 6M | +4.3% | +68.7% | -64.4% | -4.9% |
| YTD | -3.9% | +38.3% | -42.3% | -9.8% |
| 1Y | +18.9% | -2.4% | +21.3% | +18.1% |
| 3Y | +1.9% | -21.5% | +23.5% | +2.1% |
| All | +32.4% | -52.9% | +85.3% | +30.4% |
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 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