+266.3%
WPM vs PAYC
-53.8%
+320.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.2% |
| 7D | +3.9% | -8.7% | +12.6% | +4.4% |
| 30D | +17.7% | +1.2% | +16.5% | +17.6% |
| 3M | +39.4% | +58.6% | -19.2% | +35.5% |
| 6M | +6.4% | +56.6% | -50.2% | +3.4% |
| YTD | +34.0% | +36.2% | -2.3% | +31.6% |
| 1Y | +50.5% | -2.2% | +52.7% | +52.2% |
| 3Y | +280.3% | -22.3% | +302.6% | +286.0% |
| 5Y | +266.3% | -53.9% | +320.2% | +276.4% |
| All | +266.3% | -53.8% | +320.2% | +276.4% |
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