-34.9%
DOCS vs PAYC
+46.9%
-81.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -1.1% |
| 7D | +0.1% | -0.5% | +0.5% | +0.2% |
| 30D | +8.7% | +5.2% | +3.5% | +6.5% |
| 3M | +32.9% | +18.0% | +14.9% | +25.3% |
| 6M | +25.5% | +81.6% | -56.1% | -5.2% |
| YTD | -25.0% | +57.3% | -82.3% | -39.2% |
| 1Y | -34.9% | +49.8% | -84.7% | -45.3% |
| All | -34.9% | +46.9% | -81.7% | -45.3% |
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 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