+349.8%
WELL vs PAYC
+358.9%
-9.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.4% | -0.3% |
| 7D | -0.2% | -5.5% | +5.3% | +0.9% |
| 30D | +2.3% | +3.8% | -1.5% | +1.4% |
| 3M | +12.3% | +65.8% | -53.5% | -0.2% |
| 6M | +15.6% | +68.7% | -53.1% | +1.5% |
| YTD | +28.3% | +38.3% | -10.0% | +17.2% |
| 1Y | +41.9% | -2.4% | +44.3% | +40.0% |
| 3Y | +198.3% | -21.5% | +219.9% | +194.3% |
| 5Y | +206.4% | -52.7% | +259.1% | +233.8% |
| All | +349.8% | +358.9% | -9.1% | +194.3% |
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