+204.5%
WELL vs PAYC
-22.2%
+226.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.4% | +5.9% | +0.5% |
| 7D | -1.3% | -7.9% | +6.6% | -1.2% |
| 30D | +0.5% | +2.1% | -1.6% | +0.5% |
| 3M | +19.1% | +61.8% | -42.7% | +18.2% |
| 6M | +17.0% | +59.9% | -43.0% | +16.1% |
| YTD | +29.2% | +38.5% | -9.3% | +29.0% |
| 1Y | +42.1% | -1.4% | +43.5% | +43.8% |
| 3Y | +204.5% | -21.0% | +225.6% | +214.5% |
| All | +204.5% | -22.2% | +226.7% | +214.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling