+20.5%
DOCU vs PAYC
+51.3%
-30.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +4.1% | +4.9% | -0.8% | +1.3% |
| 30D | +7.4% | +4.1% | +3.2% | +4.7% |
| 3M | +26.0% | +11.5% | +14.5% | +18.1% |
| 6M | +79.2% | +85.3% | -6.1% | +18.1% |
| YTD | +18.1% | +57.3% | -39.2% | -10.5% |
| 1Y | +20.5% | +52.6% | -32.0% | -7.1% |
| All | +20.5% | +51.3% | -30.8% | -7.1% |
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 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