+336.4%
WM vs PAYC
+453.6%
-117.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.1% | +3.0% | -1.3% |
| 7D | +1.2% | -10.2% | +11.4% | +2.8% |
| 30D | +13.1% | +6.1% | +6.9% | +12.0% |
| 3M | +3.6% | +10.1% | -6.4% | +2.0% |
| 6M | +8.1% | +88.6% | -80.6% | -2.6% |
| YTD | +8.9% | +50.0% | -41.1% | +1.2% |
| 1Y | +20.3% | +46.1% | -25.7% | +12.2% |
| 3Y | +46.2% | +51.2% | -5.0% | +32.8% |
| 5Y | +59.9% | -51.7% | +111.5% | +69.1% |
| All | +336.4% | +453.6% | -117.2% | +218.8% |
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