+145.0%
WFC vs PAYX
+167.8%
-22.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.6% |
| 7D | +0.4% | -4.9% | +5.2% | +3.3% |
| 30D | +1.5% | -3.8% | +5.3% | +3.5% |
| 3M | +10.2% | +17.9% | -7.7% | -1.6% |
| 6M | +18.8% | +26.1% | -7.3% | +0.7% |
| YTD | -1.5% | +6.7% | -8.3% | -7.7% |
| 1Y | +13.5% | -10.7% | +24.3% | +19.1% |
| 3Y | +135.0% | +7.0% | +128.0% | +111.8% |
| 5Y | +130.1% | +22.6% | +107.4% | +82.3% |
| All | +145.0% | +167.8% | -22.9% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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