+164.0%
PAYX vs WEC
+146.6%
+17.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | -4.9% | -0.6% | -4.3% | -4.6% |
| 30D | -3.8% | -2.6% | -1.2% | -2.5% |
| 3M | +17.9% | -6.0% | +23.9% | +21.6% |
| 6M | +26.1% | -5.4% | +31.5% | +28.9% |
| YTD | +6.7% | +2.5% | +4.3% | +4.1% |
| 1Y | -10.7% | -0.7% | -10.0% | -11.5% |
| 3Y | +7.0% | +38.7% | -31.8% | -13.0% |
| 5Y | +22.6% | +31.7% | -9.1% | +1.5% |
| All | +164.0% | +146.6% | +17.5% | +77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling