-53.9%
DOCS vs PAYX
+31.8%
-85.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -3.9% | -3.4% | -4.6% |
| 7D | -7.3% | -6.9% | -0.4% | -2.5% |
| 30D | -10.9% | -2.6% | -8.3% | -9.0% |
| 3M | +20.3% | +19.4% | +0.9% | +6.4% |
| 6M | -3.6% | +18.7% | -22.3% | -14.3% |
| YTD | -44.9% | +7.8% | -52.6% | -47.9% |
| 1Y | -64.9% | -9.9% | -55.0% | -62.9% |
| 3Y | +7.6% | +7.4% | +0.2% | -5.0% |
| 5Y | -74.0% | +21.8% | -95.8% | -78.9% |
| All | -53.9% | +31.8% | -85.8% | -61.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling