+35,195.9%
PAYX vs WSM
+34,191.7%
+1,004.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.0% | +0.6% |
| 7D | -7.9% | +0.4% | -8.4% | -8.0% |
| 30D | -5.0% | -10.7% | +5.7% | -3.4% |
| 3M | +15.1% | +8.5% | +6.6% | +13.5% |
| 6M | +23.9% | +19.6% | +4.3% | +20.0% |
| YTD | +6.2% | +26.6% | -20.4% | +1.8% |
| 1Y | -9.6% | +12.0% | -21.6% | -11.9% |
| 3Y | +5.8% | +226.6% | -220.8% | -15.5% |
| 5Y | +22.0% | +174.1% | -152.2% | -2.1% |
| 10Y | +165.1% | +1,052.9% | -887.9% | +62.9% |
| All | +35,195.9% | +34,191.7% | +1,004.2% | +14,572.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling