-13.9%
WU vs PAYC
+1,158.0%
-1,171.9%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.4% | +2.9% | -1.6% |
| 7D | -0.8% | -7.9% | +7.0% | +0.5% |
| 30D | -1.1% | +2.1% | -3.3% | -1.5% |
| 3M | -1.8% | +61.8% | -63.6% | -10.3% |
| 6M | -23.9% | +59.9% | -83.8% | -30.6% |
| YTD | -20.4% | +38.5% | -58.9% | -25.8% |
| 1Y | -10.6% | -1.4% | -9.2% | -11.9% |
| 3Y | -27.7% | -21.0% | -6.7% | -28.4% |
| 5Y | -51.1% | -52.9% | +1.8% | -48.7% |
| 10Y | -40.7% | +332.8% | -373.5% | -58.8% |
| All | -13.9% | +1,158.0% | -1,171.9% | -47.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling