+169.9%
PAYX vs DOC
-4.1%
+174.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.9% | -2.0% |
| 7D | -4.2% | -1.5% | -2.7% | -3.6% |
| 30D | +2.9% | -4.8% | +7.7% | +4.8% |
| 3M | +23.6% | +6.9% | +16.7% | +20.3% |
| 6M | +30.0% | +20.7% | +9.3% | +19.1% |
| YTD | +12.2% | +34.1% | -22.0% | -1.9% |
| 1Y | -7.5% | +22.6% | -30.1% | -16.3% |
| 3Y | +10.1% | +20.8% | -10.7% | -2.0% |
| 5Y | +25.1% | -24.9% | +50.0% | +36.4% |
| All | +169.9% | -4.1% | +174.0% | +152.5% |
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