+519.5%
PAYX vs WU
-22.8%
+542.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.6% |
| 7D | -7.9% | -5.0% | -2.9% | -6.1% |
| 30D | -5.0% | -2.3% | -2.8% | -4.2% |
| 3M | +15.1% | -3.2% | +18.3% | +14.9% |
| 6M | +23.9% | -25.0% | +49.0% | +35.7% |
| YTD | +6.2% | -21.7% | +27.8% | +14.3% |
| 1Y | -9.6% | -9.0% | -0.7% | -8.8% |
| 3Y | +5.8% | -28.9% | +34.7% | +14.8% |
| 5Y | +22.0% | -51.0% | +73.0% | +48.9% |
| 10Y | +165.1% | -40.1% | +205.2% | +195.2% |
| All | +519.5% | -22.8% | +542.3% | +469.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling