+9.4%
PAYX vs DOC
+20.9%
-11.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.2% |
| 7D | +4.4% | +6.5% | -2.1% | +3.3% |
| 30D | +16.4% | +9.2% | +7.3% | +14.9% |
| 3M | -1.6% | -2.5% | +0.9% | -1.7% |
| 6M | +32.4% | +7.1% | +25.4% | +31.9% |
| YTD | +9.0% | +33.0% | -24.0% | +6.8% |
| 1Y | +9.4% | +23.3% | -13.8% | +7.6% |
| All | +9.4% | +20.9% | -11.5% | +7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling