+457.9%
WDC vs PAYC
+1,328.4%
-870.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.3% |
| 7D | +16.3% | -0.5% | +16.8% | +16.4% |
| 30D | -18.3% | +5.2% | -23.4% | -19.3% |
| 3M | -31.4% | +18.0% | -49.4% | -34.4% |
| 6M | -36.3% | +81.6% | -117.9% | -47.7% |
| YTD | +80.8% | +57.3% | +23.6% | +52.0% |
| 1Y | +87.7% | +49.8% | +37.9% | +60.0% |
| 3Y | +819.4% | +49.0% | +770.5% | +653.4% |
| 5Y | +583.2% | -47.8% | +631.0% | +635.0% |
| 10Y | +689.8% | +515.8% | +174.0% | +296.3% |
| All | +457.9% | +1,328.4% | -870.5% | +160.6% |
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