-5.1%
WAT vs PAYC
-53.3%
+48.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.4% | +3.8% | -0.4% |
| 7D | -0.7% | -7.9% | +7.2% | +1.0% |
| 30D | -1.0% | +2.1% | -3.1% | -1.5% |
| 3M | +10.9% | +61.8% | -50.9% | -1.6% |
| 6M | +33.2% | +59.9% | -26.8% | +17.9% |
| YTD | +6.1% | +38.5% | -32.4% | -3.1% |
| 1Y | +30.2% | -1.4% | +31.6% | +28.8% |
| 3Y | +52.9% | -21.0% | +73.9% | +53.6% |
| 5Y | -5.1% | -52.9% | +47.8% | -0.4% |
| All | -5.1% | -53.3% | +48.2% | -0.4% |
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