+308.0%
WMB vs PAYC
+351.9%
-43.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.6% |
| 7D | 0.0% | -8.7% | +8.7% | +1.5% |
| 30D | +4.6% | +1.2% | +3.4% | +4.2% |
| 3M | +5.7% | +58.6% | -52.9% | -3.9% |
| 6M | +4.2% | +56.6% | -52.4% | -5.6% |
| YTD | +26.8% | +36.2% | -9.4% | +17.6% |
| 1Y | +34.7% | -2.2% | +36.9% | +33.0% |
| 3Y | +146.8% | -22.3% | +169.1% | +144.9% |
| 5Y | +285.0% | -53.9% | +338.9% | +316.7% |
| All | +308.0% | +351.9% | -43.9% | +164.5% |
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 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