+54.1%
WEC vs PAYC
-48.2%
+102.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.3% | +4.9% | -2.5% | +2.1% |
| 30D | +11.1% | +4.1% | +6.9% | +10.9% |
| 3M | +8.4% | +11.5% | -3.0% | +7.9% |
| 6M | +7.5% | +85.3% | -77.8% | +4.2% |
| YTD | +15.3% | +57.3% | -41.9% | +12.7% |
| 1Y | +9.7% | +52.6% | -42.8% | +7.4% |
| 3Y | +64.7% | +48.3% | +16.4% | +61.0% |
| All | +54.1% | -48.2% | +102.3% | +53.4% |
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