+197.9%
WEC vs PAYC
+510.1%
-312.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.3% | +4.9% | -2.5% | +1.9% |
| 30D | +11.1% | +4.1% | +6.9% | +10.6% |
| 3M | +8.4% | +11.5% | -3.0% | +7.3% |
| 6M | +7.5% | +85.3% | -77.8% | +0.9% |
| YTD | +15.3% | +57.3% | -41.9% | +9.6% |
| 1Y | +9.7% | +52.6% | -42.8% | +4.6% |
| 3Y | +64.7% | +48.3% | +16.4% | +55.4% |
| 5Y | +57.3% | -47.8% | +105.1% | +62.6% |
| All | +197.9% | +510.1% | -312.2% | +162.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling