+23.6%
PAYX vs WU
-51.3%
+74.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | 0.0% | +0.4% |
| 7D | -4.9% | -3.5% | -1.4% | -3.9% |
| 30D | -3.8% | -2.9% | -0.9% | -3.0% |
| 3M | +17.9% | -2.3% | +20.1% | +17.4% |
| 6M | +26.1% | -25.4% | +51.4% | +35.7% |
| YTD | +6.7% | -21.2% | +27.9% | +13.0% |
| 1Y | -10.7% | -8.9% | -1.9% | -9.9% |
| 3Y | +7.0% | -29.0% | +35.9% | +14.6% |
| All | +23.6% | -51.3% | +74.9% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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