-40.4%
WU vs PAYC
+358.9%
-399.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.3% |
| 7D | -3.5% | -5.5% | +2.0% | -2.5% |
| 30D | -2.9% | +3.8% | -6.7% | -3.6% |
| 3M | -2.3% | +65.8% | -68.1% | -11.7% |
| 6M | -25.4% | +68.7% | -94.1% | -33.1% |
| YTD | -21.2% | +38.3% | -59.5% | -26.9% |
| 1Y | -8.9% | -2.4% | -6.5% | -10.1% |
| 3Y | -29.0% | -21.5% | -7.4% | -29.5% |
| 5Y | -50.7% | -52.7% | +2.0% | -47.9% |
| All | -40.4% | +358.9% | -399.2% | -62.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling