+7,221.1%
PAYX vs DLTR
+10,457.1%
-3,236.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.6% |
| 7D | -4.9% | -10.1% | +5.2% | -3.0% |
| 30D | -3.8% | -8.1% | +4.3% | -2.3% |
| 3M | +17.9% | +2.9% | +15.0% | +17.1% |
| 6M | +26.1% | +4.3% | +21.7% | +24.0% |
| YTD | +6.7% | -3.9% | +10.7% | +6.3% |
| 1Y | -10.7% | +18.9% | -29.6% | -14.9% |
| 3Y | +7.0% | +1.9% | +5.1% | +1.5% |
| 5Y | +22.6% | +31.0% | -8.4% | +8.1% |
| 10Y | +166.5% | +44.8% | +121.7% | +121.2% |
| All | +7,221.1% | +10,457.1% | -3,236.0% | +2,773.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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