+112.4%
WFC vs PAYC
+510.1%
-397.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.5% | +4.9% | -2.3% | +1.4% |
| 30D | +7.0% | +4.1% | +2.9% | +5.8% |
| 3M | -1.8% | +11.5% | -13.2% | -4.6% |
| 6M | +18.4% | +85.3% | -66.9% | 0.0% |
| YTD | -5.6% | +57.3% | -62.9% | -17.7% |
| 1Y | +3.9% | +52.6% | -48.7% | -8.8% |
| 3Y | +126.3% | +48.3% | +78.1% | +94.5% |
| 5Y | +91.1% | -47.8% | +139.0% | +105.5% |
| All | +112.4% | +510.1% | -397.7% | +27.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling