+193.8%
PAYX vs DOC
+15.7%
+178.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.3% |
| 7D | +4.4% | +6.5% | -2.1% | +1.8% |
| 30D | +16.4% | +9.2% | +7.3% | +12.5% |
| 3M | -1.6% | -2.5% | +0.9% | -0.7% |
| 6M | +32.4% | +7.1% | +25.4% | +28.6% |
| YTD | +9.0% | +33.0% | -24.0% | -4.5% |
| 1Y | +9.4% | +23.3% | -13.8% | -1.1% |
| 3Y | +17.5% | +44.9% | -27.5% | -3.6% |
| 5Y | +10.2% | -21.6% | +31.8% | +18.1% |
| All | +193.8% | +15.7% | +178.1% | +163.4% |
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