-47.3%
DOCS vs PAYX
+7.8%
-55.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.6% | +3.7% | +4.4% |
| 7D | +1.2% | +9.7% | -8.5% | -5.3% |
| 30D | +21.3% | +20.2% | +1.1% | +5.0% |
| 3M | +58.4% | +1.1% | +57.3% | +57.1% |
| 6M | +39.3% | +32.7% | +6.6% | +8.0% |
| YTD | -21.7% | +10.5% | -32.2% | -32.6% |
| 1Y | -47.3% | +8.7% | -56.1% | -54.2% |
| All | -47.3% | +7.8% | -55.1% | -54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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