+1,039.4%
PAYX vs WCC
+1,734.6%
-695.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.6% |
| 7D | -7.5% | +6.8% | -14.3% | -8.7% |
| 30D | -5.3% | -3.0% | -2.3% | -5.0% |
| 3M | +15.6% | +0.2% | +15.4% | +14.3% |
| 6M | +19.5% | +33.2% | -13.7% | +10.6% |
| YTD | +5.8% | +45.8% | -40.0% | -4.3% |
| 1Y | -10.9% | +68.4% | -79.2% | -22.1% |
| 3Y | +5.4% | +131.1% | -125.7% | -17.1% |
| 5Y | +20.4% | +225.6% | -205.2% | -14.5% |
| 10Y | +164.1% | +534.2% | -370.1% | +50.8% |
| All | +1,039.4% | +1,734.6% | -695.2% | +282.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 all: compounded portfolio wealth divided by compounded WCC 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…
all analysis · Full analysis span regression · 6 months rolling