+228.3%
WAT vs PAYC
+510.1%
-281.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.6% | +4.9% | -4.3% | -0.6% |
| 30D | +5.4% | +4.1% | +1.3% | +4.1% |
| 3M | +11.3% | +11.5% | -0.2% | +8.0% |
| 6M | +37.4% | +85.3% | -47.9% | +15.8% |
| YTD | +21.2% | +57.3% | -36.1% | +5.6% |
| 1Y | +21.3% | +52.6% | -31.2% | +6.5% |
| 3Y | +83.4% | +48.3% | +35.1% | +59.0% |
| 5Y | +29.0% | -47.8% | +76.8% | +37.5% |
| All | +228.3% | +510.1% | -281.8% | +96.3% |
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