+35,385.9%
PAYX vs WY
+655.2%
+34,730.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -4.9% | -4.2% | -0.7% | -3.5% |
| 30D | -3.8% | -10.1% | +6.3% | -0.4% |
| 3M | +17.9% | -8.5% | +26.4% | +21.1% |
| 6M | +26.1% | -3.3% | +29.4% | +26.5% |
| YTD | +6.7% | -4.4% | +11.1% | +7.1% |
| 1Y | -10.7% | -11.5% | +0.7% | -8.2% |
| 3Y | +7.0% | -24.3% | +31.3% | +14.3% |
| 5Y | +22.6% | -21.3% | +43.9% | +28.3% |
| 10Y | +166.5% | +7.0% | +159.5% | +138.0% |
| All | +35,385.9% | +655.2% | +34,730.7% | +16,448.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling