+7.0%
PAYX vs WCN
+18.4%
-11.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | -4.9% | -3.1% | -1.7% | -3.5% |
| 30D | -3.8% | -3.4% | -0.4% | -2.3% |
| 3M | +17.9% | +3.0% | +14.9% | +16.8% |
| 6M | +26.1% | -3.8% | +29.8% | +28.3% |
| YTD | +6.7% | -8.3% | +15.1% | +10.7% |
| 1Y | -10.7% | -9.7% | -1.0% | -6.8% |
| 3Y | +7.0% | +17.2% | -10.2% | +7.2% |
| All | +7.0% | +18.4% | -11.4% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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