+18,629.3%
WELL vs PAYX
+35,195.9%
-16,566.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | -2.2% | -7.9% | +5.7% | -0.5% |
| 30D | +4.7% | -5.0% | +9.7% | +5.8% |
| 3M | +11.9% | +15.1% | -3.2% | +8.3% |
| 6M | +14.3% | +23.9% | -9.6% | +8.3% |
| YTD | +28.4% | +6.2% | +22.2% | +25.5% |
| 1Y | +42.3% | -9.6% | +51.9% | +44.1% |
| 3Y | +202.6% | +5.8% | +196.7% | +193.7% |
| 5Y | +206.5% | +22.0% | +184.6% | +187.5% |
| 10Y | +356.2% | +165.1% | +191.1% | +269.8% |
| All | +18,629.3% | +35,195.9% | -16,566.6% | +10,946.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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