-38.8%
DOCS vs PAYC
-33.6%
-5.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.7% |
| 7D | -0.6% | -9.5% | +9.0% | +4.2% |
| 30D | +6.3% | +2.5% | +3.8% | +5.0% |
| 3M | +26.5% | +11.7% | +14.8% | +20.3% |
| 6M | +24.8% | +74.6% | -49.8% | -6.9% |
| YTD | -26.8% | +50.4% | -77.2% | -41.8% |
| 1Y | -38.3% | +44.0% | -82.3% | -49.9% |
| 3Y | +36.0% | +42.5% | -6.4% | +2.9% |
| 5Y | -55.0% | -50.3% | -4.7% | -38.0% |
| All | -38.8% | -33.6% | -5.2% | -9.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling