-54.2%
DOCS vs PAYC
-52.1%
-2.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.1% | +3.1% | +0.4% |
| 7D | -0.8% | -10.2% | +9.4% | +4.4% |
| 30D | +17.4% | +6.1% | +11.3% | +14.2% |
| 3M | +57.4% | +10.1% | +47.3% | +50.7% |
| 6M | +26.5% | +88.6% | -62.1% | -9.1% |
| YTD | -26.6% | +50.0% | -76.6% | -41.4% |
| 1Y | -48.1% | +46.1% | -94.1% | -58.0% |
| 3Y | +52.6% | +51.2% | +1.5% | +11.7% |
| All | -54.2% | -52.1% | -2.1% | -17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling