+597.5%
PAYX vs WPM
+5,810.9%
-5,213.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.7% | +4.1% | +0.6% |
| 7D | -7.9% | -3.6% | -4.3% | -7.7% |
| 30D | -5.0% | +12.5% | -17.5% | -5.9% |
| 3M | +15.1% | +40.6% | -25.5% | +12.1% |
| 6M | +23.9% | +0.5% | +23.4% | +23.2% |
| YTD | +6.2% | +29.0% | -22.9% | +3.2% |
| 1Y | -9.6% | +43.8% | -53.4% | -13.1% |
| 3Y | +5.8% | +266.3% | -260.5% | -6.2% |
| 5Y | +22.0% | +255.1% | -233.2% | +7.7% |
| 10Y | +165.1% | +526.8% | -361.7% | +120.3% |
| All | +597.5% | +5,810.9% | -5,213.4% | +351.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling