+26,336.4%
WM vs PAYX
+37,197.0%
-10,860.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -0.6% |
| 7D | -0.3% | -4.2% | +3.9% | +0.6% |
| 30D | -2.4% | +2.9% | -5.3% | -3.0% |
| 3M | +0.4% | +23.6% | -23.2% | -4.2% |
| 6M | -9.5% | +30.0% | -39.5% | -14.8% |
| YTD | +0.5% | +12.2% | -11.7% | -2.5% |
| 1Y | -1.1% | -7.5% | +6.4% | 0.0% |
| 3Y | +46.0% | +10.1% | +35.9% | +41.4% |
| 5Y | +51.8% | +25.1% | +26.7% | +42.2% |
| 10Y | +307.5% | +171.7% | +135.8% | +224.4% |
| All | +26,336.4% | +37,197.0% | -10,860.6% | +14,209.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling