-13.4%
WST vs PAYC
-22.2%
+8.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | -0.2% |
| 7D | -0.3% | -7.9% | +7.6% | +0.4% |
| 30D | -4.6% | +2.1% | -6.7% | -4.8% |
| 3M | +5.7% | +61.8% | -56.1% | +0.4% |
| 6M | +37.6% | +59.9% | -22.4% | +30.5% |
| YTD | +23.0% | +38.5% | -15.5% | +18.2% |
| 1Y | +33.8% | -1.4% | +35.2% | +32.7% |
| 3Y | -13.4% | -21.0% | +7.6% | -8.8% |
| All | -13.4% | -22.2% | +8.8% | -8.8% |
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