+319.6%
WM vs PAYC
+523.1%
-203.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | +1.2% | -9.5% | +10.7% | +2.6% |
| 30D | +13.7% | +2.5% | +11.2% | +13.2% |
| 3M | +5.2% | +11.7% | -6.4% | +3.3% |
| 6M | +11.2% | +74.6% | -63.4% | +1.4% |
| YTD | +9.4% | +50.4% | -41.0% | +1.5% |
| 1Y | +20.4% | +44.0% | -23.6% | +12.4% |
| 3Y | +44.7% | +42.5% | +2.2% | +32.6% |
| 5Y | +58.5% | -50.3% | +108.7% | +66.8% |
| All | +319.6% | +523.1% | -203.5% | +200.2% |
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 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