-10.3%
DOCU vs PAYC
+5.6%
-15.8%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.7% | +7.4% | +5.7% |
| 7D | +6.9% | -2.9% | +9.8% | +8.5% |
| 30D | +19.0% | +32.8% | -13.8% | 0.0% |
| 3M | +34.3% | +69.3% | -35.0% | -5.4% |
| 6M | +48.0% | +74.0% | -26.0% | +1.8% |
| YTD | 0.0% | +46.4% | -46.4% | -23.1% |
| 1Y | -10.3% | +4.2% | -14.4% | -6.9% |
| All | -10.3% | +5.6% | -15.8% | -6.9% |
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