-4.4%
DOC vs PAYC
+356.0%
-360.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.9% | -1.0% |
| 7D | -1.5% | -2.9% | +1.4% | -0.9% |
| 30D | -4.8% | +32.8% | -37.5% | -11.3% |
| 3M | +6.9% | +69.3% | -62.4% | -6.2% |
| 6M | +20.7% | +74.0% | -53.2% | +4.4% |
| YTD | +34.1% | +46.4% | -12.3% | +20.4% |
| 1Y | +22.6% | +4.2% | +18.5% | +19.1% |
| 3Y | +20.8% | -19.7% | +40.6% | +19.3% |
| 5Y | -24.9% | -52.0% | +27.2% | -18.3% |
| All | -4.4% | +356.0% | -360.4% | -38.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling