+525.4%
WPM vs PAYC
+358.9%
+166.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +2.0% |
| 7D | -0.6% | -5.5% | +5.0% | -0.1% |
| 30D | +14.4% | +3.8% | +10.6% | +14.1% |
| 3M | +37.0% | +65.8% | -28.8% | +31.4% |
| 6M | +4.1% | +68.7% | -64.6% | -0.6% |
| YTD | +31.7% | +38.3% | -6.6% | +27.8% |
| 1Y | +44.2% | -2.4% | +46.6% | +44.3% |
| 3Y | +265.5% | -21.5% | +287.0% | +265.8% |
| 5Y | +262.5% | -52.7% | +315.2% | +274.7% |
| All | +525.4% | +358.9% | +166.6% | +406.0% |
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