+52.6%
DOCS vs PAYX
+18.2%
+34.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -1.0% |
| 7D | -0.8% | +4.4% | -5.2% | -2.9% |
| 30D | +17.4% | +16.4% | +1.0% | +7.9% |
| 3M | +57.4% | -1.6% | +58.9% | +58.4% |
| 6M | +26.5% | +32.4% | -5.9% | +9.1% |
| YTD | -26.6% | +9.0% | -35.6% | -31.9% |
| 1Y | -48.1% | +9.4% | -57.5% | -51.9% |
| 3Y | +52.6% | +17.5% | +35.2% | -0.8% |
| All | +52.6% | +18.2% | +34.4% | -0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling