+200.8%
WMB vs PAYC
-48.2%
+249.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +7.8% | +4.9% | +3.0% | +7.5% |
| 30D | -5.1% | +4.1% | -9.2% | -5.4% |
| 3M | -4.7% | +11.5% | -16.2% | -5.6% |
| 6M | -7.4% | +85.3% | -92.7% | -12.2% |
| YTD | +17.5% | +57.3% | -39.8% | +12.9% |
| 1Y | +19.5% | +52.6% | -33.1% | +15.2% |
| 3Y | +121.3% | +48.3% | +73.0% | +112.2% |
| All | +200.8% | -48.2% | +249.0% | +224.8% |
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