+7.8%
WBD vs PAYC
-54.0%
+61.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -0.6% | -10.2% | +9.6% | +2.7% |
| 30D | +4.2% | +2.0% | +2.2% | +3.3% |
| 3M | +7.5% | +58.3% | -50.8% | -9.0% |
| 6M | +1.6% | +64.5% | -62.9% | -16.0% |
| YTD | -2.2% | +36.5% | -38.7% | -14.1% |
| 1Y | +124.9% | -1.3% | +126.1% | +121.7% |
| 3Y | +149.1% | -22.1% | +171.2% | +154.3% |
| 5Y | +7.8% | -53.3% | +61.2% | -0.4% |
| All | +7.8% | -54.0% | +61.9% | -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