+84.2%
DOCN vs PAYX
+42.4%
+41.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -2.0% | +10.0% | +9.1% |
| 7D | -12.8% | -0.6% | -12.2% | -12.8% |
| 30D | -41.9% | +11.5% | -53.4% | -46.6% |
| 3M | -36.9% | -3.4% | -33.5% | -37.6% |
| 6M | -52.2% | +26.3% | -78.6% | -63.1% |
| YTD | +62.7% | +6.9% | +55.9% | +43.5% |
| 1Y | +58.2% | +7.1% | +51.2% | +38.6% |
| 3Y | +219.5% | +12.6% | +206.9% | +147.5% |
| 5Y | -32.9% | +9.5% | -42.4% | -43.7% |
| All | +84.2% | +42.4% | +41.9% | +59.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling