+430.0%
WDC vs PAYC
+1,328.5%
-898.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +12.1% | +4.9% | +7.2% | +10.8% |
| 30D | -18.8% | +4.1% | -22.9% | -19.6% |
| 3M | -39.3% | +11.5% | -50.8% | -41.1% |
| 6M | -40.1% | +85.3% | -125.4% | -51.1% |
| YTD | +71.8% | +57.3% | +14.5% | +44.4% |
| 1Y | +88.5% | +52.6% | +35.9% | +59.7% |
| 3Y | +770.0% | +48.3% | +721.7% | +614.0% |
| 5Y | +549.0% | -47.8% | +596.9% | +598.2% |
| 10Y | +650.3% | +515.9% | +134.4% | +276.5% |
| All | +430.0% | +1,328.5% | -898.5% | +147.5% |
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