+4.2%
PAYC vs WTW
+3.0%
+1.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.1% | -1.5% | -2.9% |
| 7D | -2.9% | -2.6% | -0.3% | -1.9% |
| 30D | +32.8% | -1.0% | +33.7% | +33.2% |
| 3M | +69.3% | +29.9% | +39.4% | +54.5% |
| 6M | +74.0% | +10.7% | +63.3% | +62.1% |
| YTD | +46.4% | +2.6% | +43.8% | +36.9% |
| 1Y | +4.2% | +2.8% | +1.4% | -4.6% |
| All | +4.2% | +3.0% | +1.2% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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