+142.7%
WFC vs PAYC
+352.8%
-210.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.3% |
| 7D | +0.3% | -10.2% | +10.5% | +2.7% |
| 30D | +2.3% | +2.0% | +0.3% | +1.6% |
| 3M | +9.8% | +58.3% | -48.5% | -2.9% |
| 6M | +15.6% | +64.5% | -48.9% | +0.5% |
| YTD | -2.4% | +36.5% | -39.0% | -11.5% |
| 1Y | +13.8% | -1.3% | +15.1% | +11.6% |
| 3Y | +134.6% | -22.1% | +156.8% | +132.4% |
| 5Y | +127.9% | -53.3% | +181.2% | +149.0% |
| All | +142.7% | +352.8% | -210.2% | +81.9% |
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