+20.2%
WM vs PAYC
+46.9%
-26.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.0% | -0.7% | +1.0% |
| 7D | +0.8% | -9.5% | +10.3% | +2.0% |
| 30D | +13.8% | +3.3% | +10.6% | +13.4% |
| 3M | +6.4% | +14.5% | -8.1% | +4.7% |
| 6M | +13.2% | +76.0% | -62.8% | +5.1% |
| YTD | +10.8% | +53.4% | -42.6% | +5.9% |
| 1Y | +20.2% | +43.8% | -23.6% | +16.5% |
| All | +20.2% | +46.9% | -26.7% | +16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling