+271.8%
WPM vs PAYC
-22.8%
+294.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.1% |
| 7D | +3.9% | -8.7% | +12.6% | +3.9% |
| 30D | +17.7% | +1.2% | +16.5% | +17.7% |
| 3M | +39.4% | +58.6% | -19.2% | +39.4% |
| 6M | +6.4% | +56.6% | -50.2% | +6.6% |
| YTD | +34.0% | +36.2% | -2.3% | +35.2% |
| 1Y | +50.5% | -2.2% | +52.7% | +54.5% |
| All | +271.8% | -22.8% | +294.6% | +286.6% |
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