-6.2%
PAYX vs DOCU
-14.9%
+8.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.7% | -6.4% | -3.9% |
| 7D | -4.2% | +6.9% | -11.1% | -6.4% |
| 30D | +2.9% | +19.0% | -16.1% | -3.2% |
| 3M | +23.6% | +34.3% | -10.7% | +11.2% |
| 6M | +30.0% | +48.0% | -18.0% | +13.1% |
| YTD | +12.2% | 0.0% | +12.2% | +4.0% |
| All | -6.2% | -14.9% | +8.7% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling