+164.0%
PAYX vs DOV
+300.2%
-136.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.1% |
| 7D | -4.9% | -2.0% | -2.9% | -4.0% |
| 30D | -3.8% | -8.9% | +5.1% | +0.6% |
| 3M | +17.9% | -13.3% | +31.1% | +25.2% |
| 6M | +26.1% | -9.7% | +35.7% | +29.7% |
| YTD | +6.7% | -2.5% | +9.2% | +4.7% |
| 1Y | -10.7% | +7.2% | -18.0% | -17.4% |
| 3Y | +7.0% | +39.4% | -32.4% | -17.4% |
| 5Y | +22.6% | +15.8% | +6.8% | +3.7% |
| All | +164.0% | +300.2% | -136.1% | +32.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling