+126.3%
WFC vs PAYC
+50.2%
+76.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.5% | +4.9% | -2.3% | +1.9% |
| 30D | +7.0% | +4.1% | +2.9% | +6.4% |
| 3M | -1.8% | +11.5% | -13.2% | -3.2% |
| 6M | +18.4% | +85.3% | -66.9% | +7.5% |
| YTD | -5.6% | +57.3% | -62.9% | -11.8% |
| 1Y | +3.9% | +52.6% | -48.7% | -2.3% |
| 3Y | +126.3% | +48.3% | +78.1% | +115.2% |
| All | +126.3% | +50.2% | +76.2% | +115.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling