+23.2%
WST vs PAYC
+46.4%
-23.3%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.1% |
| 7D | +1.1% | -9.5% | +10.6% | +2.2% |
| 30D | +12.4% | +3.3% | +9.1% | +11.9% |
| 3M | +17.6% | +14.5% | +3.0% | +15.7% |
| 6M | +28.3% | +76.0% | -47.8% | +18.7% |
| YTD | +50.5% | +53.4% | -2.9% | +41.5% |
| 1Y | +49.4% | +43.8% | +5.6% | +41.8% |
| All | +23.2% | +46.4% | -23.3% | +16.6% |
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