+333.7%
WAT vs PAYC
+1,266.0%
-932.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.9% |
| 3M | +15.5% | +11.7% | +3.8% | +12.5% |
| 6M | +33.9% | +74.6% | -40.7% | +17.3% |
| YTD | +25.2% | +50.4% | -25.2% | +12.5% |
| 1Y | +26.3% | +44.0% | -17.7% | +14.5% |
| 3Y | +85.8% | +42.5% | +43.3% | +66.3% |
| 5Y | +35.3% | -50.3% | +85.6% | +42.9% |
| 10Y | +231.8% | +521.2% | -289.4% | +133.6% |
| All | +333.7% | +1,266.0% | -932.3% | +190.0% |
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