+212.2%
DOCN vs PAYX
+40.9%
+171.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.9% | +6.6% | +5.9% |
| 7D | +26.5% | -7.5% | +34.0% | +32.4% |
| 30D | +2.3% | -5.3% | +7.6% | +4.8% |
| 3M | -21.2% | +15.6% | -36.8% | -32.8% |
| 6M | +130.6% | +19.5% | +111.1% | +89.6% |
| YTD | +175.7% | +5.8% | +169.9% | +150.2% |
| 1Y | +286.6% | -10.9% | +297.4% | +307.7% |
| 3Y | +394.1% | +5.4% | +388.7% | +319.4% |
| 5Y | +92.1% | +20.4% | +71.7% | +66.2% |
| All | +212.2% | +40.9% | +171.3% | +178.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling