+160.7%
WFC vs PAYC
+1,229.9%
-1,069.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.7% | +4.6% | +1.6% |
| 7D | +3.8% | -2.9% | +6.7% | +4.4% |
| 30D | +1.5% | +32.8% | -31.3% | -5.0% |
| 3M | +10.9% | +69.3% | -58.4% | -1.8% |
| 6M | +8.4% | +74.0% | -65.5% | -5.2% |
| YTD | -1.9% | +46.4% | -48.3% | -11.2% |
| 1Y | +12.3% | +4.2% | +8.2% | +9.1% |
| 3Y | +132.3% | -19.7% | +152.1% | +128.9% |
| 5Y | +130.1% | -52.0% | +182.1% | +145.6% |
| 10Y | +134.4% | +356.9% | -222.5% | +70.6% |
| All | +160.7% | +1,229.9% | -1,069.2% | +75.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling