+116.4%
WMB vs PAYC
+46.8%
+69.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.5% |
| 7D | -6.9% | -9.5% | +2.6% | -6.7% |
| 30D | -7.2% | +2.5% | -9.6% | -7.3% |
| 3M | -5.4% | +11.7% | -17.1% | -5.9% |
| 6M | -4.9% | +74.6% | -79.5% | -7.6% |
| YTD | +14.7% | +50.4% | -35.7% | +13.1% |
| 1Y | +14.7% | +44.0% | -29.3% | +13.7% |
| 3Y | +116.4% | +42.5% | +73.9% | +109.6% |
| All | +116.4% | +46.8% | +69.5% | +109.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling