+142.1%
WEC vs PAYC
+352.8%
-210.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -1.3% | -10.2% | +8.9% | -0.3% |
| 30D | -0.4% | +2.0% | -2.3% | -0.6% |
| 3M | -6.8% | +58.3% | -65.1% | -11.2% |
| 6M | -6.4% | +64.5% | -70.9% | -11.4% |
| YTD | +2.5% | +36.5% | -34.0% | -1.3% |
| 1Y | -0.4% | -1.3% | +0.9% | -1.0% |
| 3Y | +38.5% | -22.1% | +60.7% | +38.3% |
| 5Y | +31.7% | -53.3% | +85.0% | +37.2% |
| All | +142.1% | +352.8% | -210.7% | +95.9% |
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