+179.7%
PAYX vs DOC
+21.5%
+158.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.4% |
| 7D | -3.6% | 0.0% | -3.6% | -3.7% |
| 30D | +9.5% | +6.6% | +2.9% | +6.7% |
| 3M | -3.3% | -1.1% | -2.2% | -3.0% |
| 6M | +27.1% | +4.8% | +22.2% | +24.3% |
| YTD | +7.3% | +32.1% | -24.8% | -5.9% |
| 1Y | +8.3% | +21.9% | -13.5% | -1.8% |
| 3Y | +11.6% | +51.4% | -39.8% | -10.3% |
| 5Y | +8.5% | -21.2% | +29.6% | +16.0% |
| All | +179.7% | +21.5% | +158.2% | +148.1% |
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