+164.6%
DOCN vs PAYX
+49.5%
+115.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.7% | +5.5% | +4.6% |
| 7D | +1.1% | -4.2% | +5.3% | +4.0% |
| 30D | -9.6% | +2.9% | -12.5% | -11.9% |
| 3M | -37.7% | +23.6% | -61.3% | -49.0% |
| 6M | +115.2% | +30.0% | +85.2% | +66.9% |
| YTD | +133.7% | +12.2% | +121.5% | +105.0% |
| 1Y | +250.2% | -7.5% | +257.6% | +264.3% |
| 3Y | +320.3% | +10.1% | +310.2% | +251.2% |
| 5Y | +53.1% | +25.1% | +28.0% | +27.6% |
| All | +164.6% | +49.5% | +115.2% | +128.3% |
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