+144.5%
DLTR vs PAYC
+1,158.0%
-1,013.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.4% | -0.2% | -4.8% |
| 7D | -5.8% | -7.9% | +2.1% | -4.6% |
| 30D | -5.2% | +2.1% | -7.4% | -5.6% |
| 3M | +15.2% | +61.8% | -46.6% | +6.1% |
| 6M | +7.1% | +59.9% | -52.8% | -1.6% |
| YTD | +0.8% | +38.5% | -37.7% | -5.5% |
| 1Y | +24.8% | -1.4% | +26.2% | +23.3% |
| 3Y | +6.9% | -21.0% | +27.9% | +5.9% |
| 5Y | +33.2% | -52.9% | +86.2% | +39.5% |
| 10Y | +51.6% | +332.8% | -281.2% | +14.6% |
| All | +144.5% | +1,158.0% | -1,013.5% | +62.5% |
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