+712.9%
WPM vs PAYC
+1,229.9%
-516.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.7% | +2.6% | -0.9% |
| 7D | +1.1% | -2.9% | +4.0% | +1.2% |
| 30D | +26.4% | +32.8% | -6.4% | +24.4% |
| 3M | +20.8% | +69.3% | -48.4% | +17.3% |
| 6M | +1.1% | +74.0% | -72.9% | -2.2% |
| YTD | +32.5% | +46.4% | -14.0% | +29.4% |
| 1Y | +51.5% | +4.2% | +47.4% | +51.1% |
| 3Y | +267.0% | -19.7% | +286.8% | +266.7% |
| 5Y | +250.1% | -52.0% | +302.2% | +256.2% |
| 10Y | +540.4% | +356.9% | +183.5% | +523.4% |
| All | +712.9% | +1,229.9% | -516.9% | +714.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling