+349.9%
WELL vs PAYC
+352.8%
-2.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -2.2% | -10.2% | +7.9% | -0.1% |
| 30D | +4.7% | +2.0% | +2.7% | +4.2% |
| 3M | +11.9% | +58.3% | -46.3% | +0.5% |
| 6M | +14.3% | +64.5% | -50.2% | +0.9% |
| YTD | +28.4% | +36.5% | -8.2% | +17.6% |
| 1Y | +42.3% | -1.3% | +43.6% | +39.9% |
| 3Y | +202.6% | -22.1% | +224.7% | +198.8% |
| 5Y | +206.5% | -53.3% | +259.9% | +234.9% |
| All | +349.9% | +352.8% | -2.9% | +195.2% |
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 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