+31.2%
WEC vs PAYC
-53.8%
+85.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.8% |
| 7D | +0.4% | -8.7% | +9.1% | +0.8% |
| 30D | +0.9% | +1.2% | -0.3% | +0.8% |
| 3M | -5.3% | +58.6% | -63.9% | -7.5% |
| 6M | -6.6% | +56.6% | -63.2% | -8.8% |
| YTD | +3.3% | +36.2% | -33.0% | +1.5% |
| 1Y | +2.1% | -2.2% | +4.3% | +2.3% |
| 3Y | +39.6% | -22.3% | +61.9% | +40.5% |
| 5Y | +31.2% | -53.9% | +85.0% | +30.2% |
| All | +31.2% | -53.8% | +85.0% | +30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling