+1,188.5%
WDC vs PAYX
+167.8%
+1,020.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.2% |
| 7D | -4.3% | -4.9% | +0.5% | -2.1% |
| 30D | -1.5% | -3.8% | +2.3% | -0.3% |
| 3M | -15.5% | +17.9% | -33.4% | -25.3% |
| 6M | +66.5% | +26.1% | +40.4% | +38.7% |
| YTD | +159.9% | +6.7% | +153.1% | +136.0% |
| 1Y | +366.0% | -10.7% | +376.7% | +370.4% |
| 3Y | +1,285.8% | +7.0% | +1,278.9% | +1,064.5% |
| 5Y | +925.6% | +22.6% | +903.0% | +659.5% |
| All | +1,188.5% | +167.8% | +1,020.7% | +458.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling