+183.6%
PAYX vs DOC
+20.3%
+163.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.7% |
| 7D | +0.5% | +4.3% | -3.9% | -1.3% |
| 30D | +12.9% | +9.2% | +3.7% | +9.0% |
| 3M | -3.1% | -0.8% | -2.3% | -2.9% |
| 6M | +27.9% | +7.1% | +20.8% | +24.1% |
| YTD | +8.2% | +34.0% | -25.8% | -5.6% |
| 1Y | +8.9% | +23.2% | -14.3% | -1.6% |
| 3Y | +12.6% | +53.6% | -41.0% | -10.0% |
| 5Y | +10.8% | -20.4% | +31.2% | +18.0% |
| 10Y | +183.6% | +23.4% | +160.3% | +150.5% |
| All | +183.6% | +20.3% | +163.4% | +150.5% |
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