-7.5%
PAYX vs WSM
+19.9%
-27.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.8% | -2.9% |
| 7D | -4.2% | -3.3% | -0.9% | -3.9% |
| 30D | +2.9% | -8.4% | +11.3% | +3.6% |
| 3M | +23.6% | +9.7% | +14.0% | +22.6% |
| 6M | +30.0% | +16.7% | +13.4% | +28.6% |
| YTD | +12.2% | +28.7% | -16.5% | +10.6% |
| 1Y | -7.5% | +13.7% | -21.1% | -9.8% |
| All | -7.5% | +19.9% | -27.3% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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