+168.9%
WAB vs PAYC
-21.5%
+190.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.4% | +6.0% | +0.9% |
| 7D | +1.7% | -7.9% | +9.6% | +2.2% |
| 30D | -2.4% | +2.1% | -4.6% | -2.6% |
| 3M | +9.7% | +61.8% | -52.1% | +5.2% |
| 6M | +16.5% | +59.9% | -43.4% | +11.7% |
| YTD | +33.7% | +38.5% | -4.8% | +30.7% |
| 1Y | +49.7% | -1.4% | +51.0% | +53.8% |
| All | +168.9% | -21.5% | +190.4% | +182.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling