+164.0%
PAYX vs WING
+407.7%
-243.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.0% | -5.4% | -0.3% |
| 7D | -4.9% | +7.2% | -12.1% | -5.8% |
| 30D | -3.8% | +4.8% | -8.6% | -4.7% |
| 3M | +17.9% | -23.7% | +41.5% | +21.7% |
| 6M | +26.1% | -43.6% | +69.6% | +34.9% |
| YTD | +6.7% | -50.6% | +57.3% | +15.7% |
| 1Y | -10.7% | -57.0% | +46.3% | -1.8% |
| 3Y | +7.0% | -28.3% | +35.2% | +3.3% |
| 5Y | +22.6% | -32.4% | +55.0% | +14.4% |
| All | +164.0% | +407.7% | -243.7% | +89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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