+292.2%
DOV vs PAYC
+358.9%
-66.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.6% |
| 7D | -2.0% | -5.5% | +3.5% | -0.8% |
| 30D | -8.9% | +3.8% | -12.7% | -9.8% |
| 3M | -13.3% | +65.8% | -79.1% | -23.6% |
| 6M | -9.7% | +68.7% | -78.4% | -21.6% |
| YTD | -2.5% | +38.3% | -40.8% | -11.6% |
| 1Y | +7.2% | -2.4% | +9.6% | +5.7% |
| 3Y | +39.4% | -21.5% | +61.0% | +38.5% |
| 5Y | +15.8% | -52.7% | +68.5% | +26.4% |
| All | +292.2% | +358.9% | -66.6% | +187.2% |
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