+217.7%
WAB vs PAYC
-47.7%
+265.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.8% | -1.6% |
| 7D | +7.9% | -0.5% | +8.4% | +7.9% |
| 30D | +4.9% | +5.2% | -0.3% | +3.9% |
| 3M | +1.8% | +18.0% | -16.2% | -1.1% |
| 6M | +12.0% | +81.6% | -69.7% | 0.0% |
| YTD | +41.3% | +57.3% | -16.0% | +29.1% |
| 1Y | +43.8% | +49.8% | -6.0% | +32.8% |
| 3Y | +171.1% | +49.0% | +122.1% | +146.5% |
| 5Y | +217.7% | -47.8% | +265.6% | +267.1% |
| All | +217.7% | -47.7% | +265.4% | +267.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling