-27.0%
WST vs PAYC
-53.3%
+26.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | +0.4% |
| 7D | -0.3% | -7.9% | +7.6% | +1.4% |
| 30D | -4.6% | +2.1% | -6.7% | -5.2% |
| 3M | +5.7% | +61.8% | -56.1% | -5.9% |
| 6M | +37.6% | +59.9% | -22.4% | +22.1% |
| YTD | +23.0% | +38.5% | -15.5% | +12.6% |
| 1Y | +33.8% | -1.4% | +35.2% | +32.3% |
| 3Y | -13.4% | -21.0% | +7.6% | -12.4% |
| 5Y | -27.0% | -52.9% | +26.0% | -17.3% |
| All | -27.0% | -53.3% | +26.3% | -17.3% |
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