-71.7%
DOCU vs PAYC
-52.1%
-19.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.1% | +3.4% | +1.5% |
| 7D | -5.5% | -10.2% | +4.6% | +0.6% |
| 30D | +12.6% | +6.1% | +6.5% | +8.4% |
| 3M | +36.4% | +10.1% | +26.3% | +28.5% |
| 6M | +66.8% | +88.6% | -21.8% | +8.8% |
| YTD | +13.5% | +50.0% | -36.5% | -14.5% |
| 1Y | +11.3% | +46.1% | -34.8% | -14.9% |
| 3Y | +92.1% | +51.2% | +40.9% | +33.1% |
| All | -71.7% | -52.1% | -19.5% | -32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling