+240.1%
PAYX vs WING
+412.2%
-172.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.0% |
| 7D | -7.5% | -2.3% | -5.2% | -7.2% |
| 30D | -5.3% | -5.6% | +0.3% | -4.8% |
| 3M | +15.6% | -22.9% | +38.5% | +19.1% |
| 6M | +19.5% | -50.4% | +69.9% | +30.2% |
| YTD | +5.8% | -53.3% | +59.1% | +15.5% |
| 1Y | -10.9% | -61.2% | +50.4% | -0.6% |
| 3Y | +5.4% | -30.1% | +35.5% | +2.5% |
| 5Y | +20.4% | -35.0% | +55.4% | +13.5% |
| 10Y | +164.1% | +375.5% | -211.4% | +82.8% |
| All | +240.1% | +412.2% | -172.1% | +127.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling