+23.6%
PAYX vs WY
-22.2%
+45.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -4.9% | -4.2% | -0.7% | -3.4% |
| 30D | -3.8% | -10.1% | +6.3% | 0.0% |
| 3M | +17.9% | -8.5% | +26.4% | +21.4% |
| 6M | +26.1% | -3.3% | +29.4% | +26.4% |
| YTD | +6.7% | -4.4% | +11.1% | +6.8% |
| 1Y | -10.7% | -11.5% | +0.7% | -7.9% |
| 3Y | +7.0% | -24.3% | +31.3% | +15.3% |
| All | +23.6% | -22.2% | +45.8% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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