+135.9%
WMT vs PAYC
-52.9%
+188.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.2% |
| 7D | 0.0% | -5.5% | +5.5% | +0.4% |
| 30D | -7.4% | +3.8% | -11.2% | -7.7% |
| 3M | -10.9% | +65.8% | -76.7% | -14.7% |
| 6M | -12.7% | +68.7% | -81.4% | -16.8% |
| YTD | -3.2% | +38.3% | -41.6% | -6.2% |
| 1Y | +5.3% | -2.4% | +7.6% | +5.4% |
| 3Y | +101.9% | -21.5% | +123.4% | +102.7% |
| All | +135.9% | -52.9% | +188.8% | +130.3% |
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