+48.7%
WM vs PAYX
+12.5%
+36.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | +3.2% | -1.2% | +4.4% | +3.6% |
| 30D | +13.0% | +7.8% | +5.2% | +10.6% |
| 3M | +9.2% | -6.8% | +16.0% | +11.2% |
| 6M | +13.6% | +31.3% | -17.7% | +4.5% |
| YTD | +12.4% | +7.7% | +4.7% | +9.7% |
| 1Y | +21.2% | +8.1% | +13.1% | +18.1% |
| 3Y | +48.7% | +12.2% | +36.5% | +43.7% |
| All | +48.7% | +12.5% | +36.2% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling