-0.1%
WST vs PAYC
-48.2%
+48.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +4.2% | +4.9% | -0.6% | +3.2% |
| 30D | +11.2% | +4.1% | +7.1% | +10.2% |
| 3M | +20.4% | +11.5% | +8.9% | +17.5% |
| 6M | +37.9% | +85.3% | -47.4% | +19.2% |
| YTD | +51.8% | +57.3% | -5.5% | +35.4% |
| 1Y | +56.6% | +52.6% | +4.1% | +40.6% |
| 3Y | +24.2% | +48.3% | -24.1% | +8.6% |
| All | -0.1% | -48.2% | +48.1% | +17.1% |
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