+35.3%
WAT vs PAYC
-51.4%
+86.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.9% | -0.4% |
| 7D | +3.4% | -9.5% | +12.9% | +5.5% |
| 30D | +9.6% | +2.5% | +7.2% | +8.8% |
| 3M | +15.5% | +11.7% | +3.8% | +12.4% |
| 6M | +33.9% | +74.6% | -40.7% | +16.5% |
| YTD | +25.2% | +50.4% | -25.2% | +12.1% |
| 1Y | +26.3% | +44.0% | -17.7% | +14.3% |
| 3Y | +85.8% | +42.5% | +43.3% | +66.5% |
| 5Y | +35.3% | -50.3% | +85.6% | +55.1% |
| All | +35.3% | -51.4% | +86.7% | +55.1% |
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