+36.6%
WAT vs PAYC
+5.6%
+31.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.7% | +2.7% | -0.8% |
| 7D | -1.3% | -2.9% | +1.6% | -1.1% |
| 30D | +2.3% | +32.8% | -30.4% | +0.3% |
| 3M | +8.7% | +69.3% | -60.5% | +4.3% |
| 6M | +28.3% | +74.0% | -45.7% | +22.2% |
| YTD | +7.8% | +46.4% | -38.6% | +4.7% |
| 1Y | +36.6% | +4.2% | +32.4% | +26.2% |
| All | +36.6% | +5.6% | +31.0% | +26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling