+43.8%
FWONK vs PAYC
-21.6%
+65.5%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.2% | 0.0% |
| 7D | +0.1% | -5.5% | +5.6% | +0.6% |
| 30D | -7.7% | +3.8% | -11.5% | -8.1% |
| 3M | +5.7% | +65.8% | -60.1% | +0.7% |
| 6M | +13.5% | +68.7% | -55.2% | +7.8% |
| YTD | -3.0% | +38.3% | -41.3% | -6.4% |
| 1Y | -6.4% | -2.4% | -4.0% | -7.0% |
| 3Y | +43.8% | -21.5% | +65.4% | +59.5% |
| All | +43.8% | -21.6% | +65.5% | +59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling