+505.6%
WELL vs PAYC
+1,229.9%
-724.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.7% | +1.6% | -1.4% |
| 7D | -0.8% | -2.9% | +2.1% | -0.3% |
| 30D | -0.1% | +32.8% | -32.8% | -5.4% |
| 3M | +18.0% | +69.3% | -51.3% | +6.7% |
| 6M | +15.0% | +74.0% | -59.0% | +2.7% |
| YTD | +28.6% | +46.4% | -17.8% | +18.1% |
| 1Y | +42.9% | +4.2% | +38.8% | +39.6% |
| 3Y | +203.0% | -19.7% | +222.8% | +198.5% |
| 5Y | +206.9% | -52.0% | +258.9% | +226.2% |
| 10Y | +339.5% | +356.9% | -17.4% | +236.7% |
| All | +505.6% | +1,229.9% | -724.3% | +349.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling