+198.1%
DOCN vs PAYX
+43.6%
+154.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -3.9% | +16.6% | +15.2% |
| 7D | +16.3% | -6.9% | +23.2% | +21.4% |
| 30D | +2.0% | -2.6% | +4.6% | +2.8% |
| 3M | -25.2% | +19.4% | -44.6% | -37.7% |
| 6M | +132.7% | +18.7% | +114.0% | +93.0% |
| YTD | +163.3% | +7.8% | +155.5% | +136.2% |
| 1Y | +280.3% | -9.9% | +290.2% | +299.4% |
| 3Y | +371.8% | +7.4% | +364.4% | +296.0% |
| 5Y | +87.1% | +21.8% | +65.3% | +59.9% |
| All | +198.1% | +43.6% | +154.5% | +163.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling