+145.9%
PAYX vs DOCU
+110.9%
+35.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.6% | +1.6% | -5.2% | -3.9% |
| 30D | +9.5% | +10.8% | -1.3% | +7.7% |
| 3M | -3.3% | +38.0% | -41.3% | -8.4% |
| 6M | +27.1% | +77.4% | -50.3% | +15.6% |
| YTD | +7.3% | +17.2% | -9.9% | +3.3% |
| 1Y | +8.3% | +15.6% | -7.3% | +4.4% |
| 3Y | +11.6% | +95.6% | -84.0% | -3.6% |
| 5Y | +8.5% | -69.7% | +78.2% | +12.7% |
| All | +145.9% | +110.9% | +35.0% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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