-26.4%
WDAY vs PAYX
+6.4%
-32.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | -0.1% |
| 7D | -5.2% | -4.9% | -0.3% | -1.0% |
| 30D | +5.9% | -3.8% | +9.7% | +10.1% |
| 3M | +42.3% | +17.9% | +24.4% | +27.7% |
| 6M | +34.7% | +26.1% | +8.6% | +16.1% |
| YTD | -13.5% | +6.7% | -20.3% | -18.2% |
| 1Y | -18.1% | -10.7% | -7.3% | -15.3% |
| 3Y | -26.4% | +7.0% | -33.3% | -31.3% |
| All | -26.4% | +6.4% | -32.8% | -31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling