-7.5%
PAYX vs DOV
+11.5%
-19.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -2.6% |
| 7D | -4.2% | -2.7% | -1.5% | -4.6% |
| 30D | +2.9% | -8.1% | +11.0% | +1.7% |
| 3M | +23.6% | -9.4% | +33.0% | +21.8% |
| 6M | +30.0% | -12.6% | +42.6% | +28.4% |
| YTD | +12.2% | -0.5% | +12.7% | +8.2% |
| 1Y | -7.5% | +9.2% | -16.7% | -10.1% |
| All | -7.5% | +11.5% | -19.0% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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