+178.2%
PAYX vs DOC
+23.6%
+154.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -2.8% | +1.0% | -3.9% | -3.3% |
| 30D | +11.4% | +8.1% | +3.2% | +7.9% |
| 3M | -3.9% | +0.9% | -4.8% | -4.4% |
| 6M | +27.0% | +6.3% | +20.8% | +23.6% |
| YTD | +7.4% | +33.8% | -26.4% | -6.2% |
| 1Y | +7.9% | +21.6% | -13.7% | -2.0% |
| 3Y | +11.8% | +53.4% | -41.6% | -10.6% |
| 5Y | +9.7% | -21.0% | +30.7% | +17.2% |
| 10Y | +178.2% | +22.5% | +155.7% | +146.1% |
| All | +178.2% | +23.6% | +154.6% | +146.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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