+6.4%
PAYX vs WING
-29.7%
+36.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -7.9% | +0.2% | -8.1% | -7.9% |
| 30D | -5.0% | -0.5% | -4.6% | -5.1% |
| 3M | +15.1% | -23.9% | +39.0% | +17.4% |
| 6M | +23.9% | -48.9% | +72.8% | +29.8% |
| YTD | +6.2% | -53.3% | +59.5% | +11.8% |
| 1Y | -9.6% | -60.3% | +50.7% | -4.0% |
| All | +6.4% | -29.7% | +36.1% | +8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling