+166.1%
WAT vs PAYC
+358.9%
-192.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.3% | +1.4% |
| 7D | -0.3% | -5.5% | +5.3% | +1.1% |
| 30D | -1.9% | +3.8% | -5.7% | -2.9% |
| 3M | +13.5% | +65.8% | -52.3% | -1.0% |
| 6M | +37.2% | +68.7% | -31.5% | +18.5% |
| YTD | +7.5% | +38.3% | -30.8% | -2.8% |
| 1Y | +35.0% | -2.4% | +37.4% | +32.7% |
| 3Y | +55.1% | -21.5% | +76.6% | +53.9% |
| 5Y | -2.8% | -52.7% | +49.9% | +5.8% |
| All | +166.1% | +358.9% | -192.7% | +78.3% |
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