-32.9%
DOCS vs PAYC
+51.3%
-84.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +2.6% | +4.9% | -2.3% | +0.6% |
| 30D | +11.4% | +4.1% | +7.3% | +9.7% |
| 3M | +25.4% | +11.5% | +13.9% | +20.5% |
| 6M | +42.5% | +85.3% | -42.7% | +6.6% |
| YTD | -24.7% | +57.3% | -82.0% | -39.0% |
| 1Y | -32.9% | +52.6% | -85.5% | -44.8% |
| All | -32.9% | +51.3% | -84.3% | -44.8% |
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