+317.0%
FWONK vs PAYC
+358.9%
-41.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.2% | -0.2% |
| 7D | +0.1% | -5.5% | +5.6% | +1.5% |
| 30D | -7.7% | +3.8% | -11.5% | -8.7% |
| 3M | +5.7% | +65.8% | -60.1% | -8.0% |
| 6M | +13.5% | +68.7% | -55.2% | -2.3% |
| YTD | -3.0% | +38.3% | -41.3% | -12.6% |
| 1Y | -6.4% | -2.4% | -4.0% | -8.0% |
| 3Y | +43.8% | -21.5% | +65.4% | +41.9% |
| 5Y | +98.6% | -52.7% | +151.3% | +119.4% |
| All | +317.0% | +358.9% | -41.9% | +157.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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