+265.8%
WMB vs PAYX
+21.7%
+244.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.6% |
| 7D | -1.0% | -4.9% | +3.8% | 0.0% |
| 30D | -0.4% | -3.8% | +3.4% | +0.2% |
| 3M | +3.2% | +17.9% | -14.7% | -1.4% |
| 6M | +0.1% | +26.1% | -26.0% | -6.4% |
| YTD | +23.9% | +6.7% | +17.1% | +21.4% |
| 1Y | +27.6% | -10.7% | +38.4% | +32.4% |
| 3Y | +141.9% | +7.0% | +134.9% | +132.2% |
| All | +265.8% | +21.7% | +244.1% | +252.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling