+22.0%
PAYX vs WST
-24.9%
+46.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | 0.0% |
| 7D | -7.9% | +0.4% | -8.4% | -8.0% |
| 30D | -5.0% | -2.0% | -3.0% | -4.8% |
| 3M | +15.1% | +4.1% | +11.0% | +14.3% |
| 6M | +23.9% | +47.4% | -23.5% | +16.0% |
| YTD | +6.2% | +25.4% | -19.2% | +1.8% |
| 1Y | -9.6% | +35.3% | -44.9% | -14.7% |
| 3Y | +5.8% | -11.7% | +17.5% | +4.2% |
| 5Y | +22.0% | -24.0% | +46.0% | +22.7% |
| All | +22.0% | -24.9% | +46.9% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 5y: compounded portfolio wealth divided by compounded WST 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…
5y analysis · Full analysis span regression · 6 months rolling