+70.5%
DOCN vs PAYC
-34.9%
+105.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.1% | +7.6% | +5.1% |
| 7D | -19.2% | -10.2% | -9.0% | -14.5% |
| 30D | -43.1% | +6.1% | -49.2% | -45.2% |
| 3M | -40.7% | +10.1% | -50.8% | -44.7% |
| 6M | -55.0% | +88.6% | -143.6% | -71.4% |
| YTD | +50.6% | +50.0% | +0.6% | +8.6% |
| 1Y | +54.0% | +46.1% | +7.9% | +12.6% |
| 3Y | +203.9% | +51.2% | +152.7% | +100.7% |
| 5Y | -29.4% | -51.7% | +22.3% | +3.3% |
| All | +70.5% | -34.9% | +105.5% | +102.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling