+4.2%
PAYC vs WSM
+19.9%
-15.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.1% | -5.8% | -3.8% |
| 7D | -2.9% | -3.3% | +0.4% | -2.7% |
| 30D | +32.8% | -8.4% | +41.1% | +33.3% |
| 3M | +69.3% | +9.7% | +59.6% | +68.5% |
| 6M | +74.0% | +16.7% | +57.3% | +73.8% |
| YTD | +46.4% | +28.7% | +17.7% | +43.0% |
| 1Y | +4.2% | +13.7% | -9.5% | +3.2% |
| All | +4.2% | +19.9% | -15.7% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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