+72.2%
DOCU vs PAYC
+108.1%
-35.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -0.2% |
| 3M | +34.3% | +69.3% | -35.0% | -1.5% |
| 6M | +48.0% | +74.0% | -26.0% | +6.9% |
| YTD | 0.0% | +46.4% | -46.4% | -20.6% |
| 1Y | -10.3% | +4.2% | -14.4% | -14.7% |
| 3Y | +32.4% | -19.7% | +52.1% | +31.0% |
| 5Y | -77.9% | -52.0% | -25.9% | -70.5% |
| All | +72.2% | +108.1% | -35.9% | -4.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling