+273.4%
WAT vs PAYC
+1,229.9%
-956.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.7% | +2.7% | -0.2% |
| 7D | -1.3% | -2.9% | +1.6% | -0.7% |
| 30D | +2.3% | +32.8% | -30.4% | -4.2% |
| 3M | +8.7% | +69.3% | -60.5% | -3.8% |
| 6M | +28.3% | +74.0% | -45.7% | +12.3% |
| YTD | +7.8% | +46.4% | -38.6% | -2.4% |
| 1Y | +36.6% | +4.2% | +32.4% | +32.7% |
| 3Y | +45.7% | -19.7% | +65.4% | +43.9% |
| 5Y | -3.3% | -52.0% | +48.7% | +3.0% |
| 10Y | +162.1% | +356.9% | -194.8% | +90.9% |
| All | +273.4% | +1,229.9% | -956.5% | +151.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling