-48.1%
DOCS vs PAYC
+35.9%
-83.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.1% | +3.1% | +0.1% |
| 7D | -0.8% | -10.2% | +9.4% | +3.7% |
| 30D | +17.4% | +6.1% | +11.3% | +14.8% |
| 3M | +57.4% | +10.1% | +47.3% | +52.2% |
| 6M | +26.5% | +88.6% | -62.1% | -6.9% |
| YTD | -26.6% | +50.0% | -76.6% | -39.8% |
| 1Y | -48.1% | +46.1% | -94.1% | -56.9% |
| All | -48.1% | +35.9% | -83.9% | -56.9% |
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