+529.0%
WELL vs PAYC
+1,328.5%
-799.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.1% | +4.9% | -4.7% | -0.7% |
| 30D | +5.7% | +4.1% | +1.5% | +4.8% |
| 3M | +4.6% | +11.5% | -6.8% | +2.4% |
| 6M | +11.9% | +85.3% | -73.4% | -0.9% |
| YTD | +33.6% | +57.3% | -23.7% | +21.0% |
| 1Y | +29.8% | +52.6% | -22.8% | +18.1% |
| 3Y | +202.2% | +48.3% | +153.9% | +168.6% |
| 5Y | +223.2% | -47.8% | +271.1% | +238.9% |
| 10Y | +461.7% | +515.9% | -54.2% | +318.8% |
| All | +529.0% | +1,328.5% | -799.5% | +360.1% |
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