-61.5%
DOCS vs PAYC
+5.6%
-67.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.7% | +0.9% | -1.5% |
| 7D | -1.4% | -2.9% | +1.5% | -0.4% |
| 30D | +21.8% | +32.8% | -10.9% | +9.3% |
| 3M | +27.3% | +69.3% | -42.0% | +0.2% |
| 6M | -0.3% | +74.0% | -74.3% | -23.1% |
| YTD | -40.5% | +46.4% | -86.9% | -51.3% |
| 1Y | -61.5% | +4.2% | -65.7% | -63.9% |
| All | -61.5% | +5.6% | -67.1% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 1y: compounded portfolio wealth divided by compounded PAYC 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…
1y analysis · Full analysis span regression · 6 months rolling