+43.9%
DOC vs PAYC
+58.8%
-14.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.8% | +6.5% | +0.5% |
| 7D | +6.2% | -4.1% | +10.3% | +6.7% |
| 30D | +6.5% | +12.4% | -5.9% | +5.1% |
| 3M | -6.2% | +43.3% | -49.5% | -10.5% |
| 6M | +25.6% | +90.7% | -65.1% | +14.2% |
| YTD | +32.1% | +58.0% | -25.9% | +23.9% |
| 1Y | +20.3% | +37.4% | -17.1% | +15.8% |
| All | +43.9% | +58.8% | -14.9% | +29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling