-10.7%
PAYX vs WPM
+46.6%
-57.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.5% | +0.7% |
| 7D | -4.9% | -0.6% | -4.3% | -4.9% |
| 30D | -3.8% | +14.4% | -18.2% | -2.3% |
| 3M | +17.9% | +37.0% | -19.1% | +22.6% |
| 6M | +26.1% | +4.1% | +22.0% | +28.6% |
| YTD | +6.7% | +31.7% | -25.0% | +9.3% |
| 1Y | -10.7% | +44.2% | -54.9% | -8.8% |
| All | -10.7% | +46.6% | -57.4% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling