+589.5%
WPM vs PAYC
+1,328.5%
-739.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.2% |
| 3M | -0.2% | +11.5% | -11.6% | -0.8% |
| 6M | -7.3% | +85.3% | -92.6% | -10.6% |
| YTD | +12.3% | +57.3% | -44.9% | +9.2% |
| 1Y | +24.9% | +52.6% | -27.7% | +21.6% |
| 3Y | +210.4% | +48.3% | +162.1% | +200.7% |
| 5Y | +210.4% | -47.8% | +258.2% | +214.2% |
| 10Y | +731.7% | +515.9% | +215.8% | +708.4% |
| All | +589.5% | +1,328.5% | -739.0% | +587.9% |
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