+530.2%
WELL vs PAYC
+1,328.4%
-798.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.4% |
| 7D | +0.1% | -0.5% | +0.6% | +0.2% |
| 30D | +6.8% | +5.2% | +1.6% | +5.8% |
| 3M | +6.7% | +18.0% | -11.2% | +3.5% |
| 6M | +13.8% | +81.6% | -67.8% | +1.2% |
| YTD | +33.8% | +57.3% | -23.4% | +21.2% |
| 1Y | +29.6% | +49.8% | -20.2% | +18.4% |
| 3Y | +203.1% | +49.0% | +154.1% | +169.2% |
| 5Y | +223.8% | -47.8% | +271.7% | +239.6% |
| 10Y | +462.8% | +515.8% | -53.0% | +319.6% |
| All | +530.2% | +1,328.4% | -798.2% | +361.0% |
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