+128.3%
WFC vs PAYC
-53.8%
+182.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.6% | +2.2% |
| 7D | +0.4% | -8.7% | +9.2% | +1.9% |
| 30D | +2.5% | +1.2% | +1.3% | +2.1% |
| 3M | +10.0% | +58.6% | -48.6% | +0.6% |
| 6M | +15.1% | +56.6% | -41.6% | +4.9% |
| YTD | -2.2% | +36.2% | -38.4% | -8.7% |
| 1Y | +13.5% | -2.2% | +15.6% | +12.9% |
| 3Y | +135.2% | -22.3% | +157.5% | +137.7% |
| 5Y | +128.3% | -53.9% | +182.2% | +129.6% |
| All | +128.3% | -53.8% | +182.2% | +129.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling