+87.1%
DOCN vs PAYX
+22.8%
+64.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -3.9% | +16.6% | +15.3% |
| 7D | +16.3% | -6.9% | +23.2% | +21.7% |
| 30D | +2.0% | -2.6% | +4.6% | +2.8% |
| 3M | -25.2% | +19.4% | -44.6% | -38.4% |
| 6M | +132.7% | +18.7% | +114.0% | +90.8% |
| YTD | +163.3% | +7.8% | +155.5% | +134.6% |
| 1Y | +280.3% | -9.9% | +290.2% | +301.0% |
| 3Y | +371.8% | +7.4% | +364.4% | +286.4% |
| 5Y | +87.1% | +21.8% | +65.3% | +44.0% |
| All | +87.1% | +22.8% | +64.3% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PAYX 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling