+916.1%
WDC vs PAYX
+21.7%
+894.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.0% |
| 7D | -4.3% | -4.9% | +0.5% | -3.9% |
| 30D | -1.5% | -3.8% | +2.3% | -1.3% |
| 3M | -15.5% | +17.9% | -33.4% | -19.0% |
| 6M | +66.5% | +26.1% | +40.4% | +55.4% |
| YTD | +159.9% | +6.7% | +153.1% | +155.6% |
| 1Y | +366.0% | -10.7% | +376.7% | +394.5% |
| 3Y | +1,285.8% | +7.0% | +1,278.9% | +1,171.4% |
| All | +916.1% | +21.7% | +894.4% | +809.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling