+295.2%
WBD vs PAYX
+596.2%
-301.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.9% |
| 7D | -0.7% | -4.9% | +4.1% | +2.1% |
| 30D | +1.4% | -3.8% | +5.2% | +3.4% |
| 3M | +4.4% | +17.9% | -13.5% | -6.2% |
| 6M | +0.8% | +26.1% | -25.2% | -13.8% |
| YTD | -2.7% | +6.7% | -9.4% | -8.9% |
| 1Y | +73.4% | -10.7% | +84.2% | +80.2% |
| 3Y | +142.1% | +7.0% | +135.2% | +123.2% |
| 5Y | +7.2% | +22.6% | -15.4% | -9.2% |
| 10Y | +14.2% | +166.5% | -152.3% | -44.6% |
| All | +295.2% | +596.2% | -301.0% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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