+12.2%
PAYX vs DOCU
+98.0%
-85.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | +0.3% |
| 7D | -1.2% | +4.1% | -5.2% | -1.9% |
| 30D | +7.8% | +7.4% | +0.5% | +6.4% |
| 3M | -6.8% | +26.0% | -32.8% | -10.9% |
| 6M | +31.3% | +79.2% | -47.9% | +17.8% |
| YTD | +7.7% | +18.1% | -10.4% | +1.2% |
| 1Y | +8.1% | +20.5% | -12.4% | +1.2% |
| 3Y | +12.2% | +96.4% | -84.2% | -1.7% |
| All | +12.2% | +98.0% | -85.9% | -1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling