+61.9%
WM vs PAYC
-48.2%
+110.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +3.2% | +4.9% | -1.7% | +2.7% |
| 30D | +13.0% | +4.1% | +8.9% | +12.6% |
| 3M | +9.2% | +11.5% | -2.2% | +8.1% |
| 6M | +13.6% | +85.3% | -71.6% | +7.0% |
| YTD | +12.4% | +57.3% | -44.9% | +7.0% |
| 1Y | +21.2% | +52.6% | -31.3% | +15.7% |
| 3Y | +48.7% | +48.3% | +0.4% | +41.5% |
| All | +61.9% | -48.2% | +110.1% | +71.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling