+4.2%
PAYC vs NWSA
+5.5%
-1.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.8% | -1.9% | -2.5% |
| 7D | -2.9% | -1.9% | -1.0% | -1.6% |
| 30D | +32.8% | +4.6% | +28.2% | +29.1% |
| 3M | +69.3% | +13.2% | +56.1% | +57.2% |
| 6M | +74.0% | +27.0% | +47.0% | +53.6% |
| YTD | +46.4% | +16.8% | +29.6% | +35.3% |
| 1Y | +4.2% | +4.5% | -0.3% | +2.2% |
| All | +4.2% | +5.5% | -1.3% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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