+261.5%
WAB vs PAYC
+510.1%
-248.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.9% | -0.9% |
| 7D | +5.1% | +4.9% | +0.2% | +4.0% |
| 30D | +4.0% | +4.1% | -0.1% | +2.8% |
| 3M | +0.1% | +11.5% | -11.4% | -2.7% |
| 6M | +12.8% | +85.3% | -72.5% | -4.1% |
| YTD | +40.1% | +57.3% | -17.2% | +22.6% |
| 1Y | +46.4% | +52.6% | -6.2% | +29.1% |
| 3Y | +167.4% | +48.3% | +119.1% | +131.2% |
| 5Y | +215.0% | -47.8% | +262.9% | +239.5% |
| All | +261.5% | +510.1% | -248.6% | +127.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 10y: compounded portfolio wealth divided by compounded PAYC 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…
10y analysis · Full analysis span regression · 6 months rolling