+222.9%
WAB vs PAYC
-53.8%
+276.7%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.1% |
| 7D | +0.2% | -8.7% | +9.0% | +1.6% |
| 30D | -4.6% | +1.2% | -5.7% | -4.8% |
| 3M | +5.6% | +58.6% | -53.0% | -3.2% |
| 6M | +13.8% | +56.6% | -42.8% | +3.9% |
| YTD | +31.9% | +36.2% | -4.4% | +23.5% |
| 1Y | +48.3% | -2.2% | +50.4% | +48.9% |
| 3Y | +167.1% | -22.3% | +189.4% | +173.4% |
| 5Y | +222.9% | -53.9% | +276.7% | +241.6% |
| All | +222.9% | -53.8% | +276.7% | +241.6% |
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 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