+329.1%
DOV vs PAYC
+510.1%
-181.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +3.0% | +4.9% | -1.9% | +1.9% |
| 30D | +8.6% | +4.1% | +4.5% | +7.4% |
| 3M | +1.9% | +11.5% | -9.6% | -1.0% |
| 6M | -1.7% | +85.3% | -87.0% | -16.4% |
| YTD | +8.3% | +57.3% | -48.9% | -5.2% |
| 1Y | +16.6% | +52.6% | -36.0% | +2.8% |
| 3Y | +65.1% | +48.3% | +16.9% | +43.2% |
| 5Y | +29.2% | -47.8% | +77.0% | +38.8% |
| All | +329.1% | +510.1% | -181.0% | +175.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling