-21.4%
DOC vs PAYC
-46.9%
+25.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.0% | +1.2% | +2.9% |
| 7D | +8.7% | +2.0% | +6.7% | +8.4% |
| 30D | +7.6% | +18.8% | -11.1% | +5.2% |
| 3M | -5.3% | +53.2% | -58.5% | -11.1% |
| 6M | +27.6% | +103.7% | -76.1% | +14.1% |
| YTD | +32.4% | +69.5% | -37.1% | +21.5% |
| 1Y | +22.9% | +48.8% | -25.9% | +15.0% |
| 3Y | +43.1% | +72.8% | -29.7% | +29.6% |
| 5Y | -21.4% | -46.2% | +24.8% | -14.9% |
| All | -21.4% | -46.9% | +25.5% | -14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling