+22.6%
DOC vs PAYC
+5.6%
+17.1%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.9% | -1.7% |
| 7D | -1.5% | -2.9% | +1.4% | -1.4% |
| 30D | -4.8% | +32.8% | -37.5% | -5.4% |
| 3M | +6.9% | +69.3% | -62.4% | +4.0% |
| 6M | +20.7% | +74.0% | -53.2% | +17.2% |
| YTD | +34.1% | +46.4% | -12.3% | +33.7% |
| 1Y | +22.6% | +4.2% | +18.5% | +29.9% |
| All | +22.6% | +5.6% | +17.1% | +29.9% |
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