+4.7%
WY vs PAYC
+358.9%
-354.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.1% |
| 7D | -4.2% | -5.5% | +1.3% | -2.6% |
| 30D | -10.1% | +3.8% | -13.9% | -11.2% |
| 3M | -8.5% | +65.8% | -74.3% | -22.3% |
| 6M | -3.3% | +68.7% | -72.0% | -19.4% |
| YTD | -4.4% | +38.3% | -42.7% | -15.8% |
| 1Y | -11.5% | -2.4% | -9.1% | -13.4% |
| 3Y | -24.3% | -21.5% | -2.8% | -25.6% |
| 5Y | -21.3% | -52.7% | +31.4% | -12.0% |
| All | +4.7% | +358.9% | -354.1% | -37.4% |
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