+207.0%
WPM vs PAYC
-48.2%
+255.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -3.6% | +4.9% | -8.4% | -3.8% |
| 30D | +1.4% | +4.1% | -2.7% | +1.1% |
| 3M | -0.2% | +11.5% | -11.6% | -0.9% |
| 6M | -7.3% | +85.3% | -92.6% | -11.1% |
| YTD | +12.3% | +57.3% | -44.9% | +9.1% |
| 1Y | +24.9% | +52.6% | -27.7% | +21.6% |
| 3Y | +210.4% | +48.3% | +162.1% | +199.2% |
| All | +207.0% | -48.2% | +255.2% | +245.5% |
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