+916.1%
WDC vs PAYC
-52.9%
+969.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -3.1% |
| 7D | -4.3% | -5.5% | +1.2% | -4.0% |
| 30D | -1.5% | +3.8% | -5.3% | -1.8% |
| 3M | -15.5% | +65.8% | -81.3% | -20.5% |
| 6M | +66.5% | +68.7% | -2.2% | +54.8% |
| YTD | +159.9% | +38.3% | +121.5% | +150.3% |
| 1Y | +366.0% | -2.4% | +368.3% | +382.3% |
| 3Y | +1,285.8% | -21.5% | +1,307.4% | +1,367.1% |
| All | +916.1% | -52.9% | +969.0% | +975.8% |
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 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