-21.6%
WY vs PAYC
-54.0%
+32.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.7% |
| 7D | -3.7% | -10.2% | +6.5% | -2.0% |
| 30D | -11.3% | +2.0% | -13.3% | -11.7% |
| 3M | -8.1% | +58.3% | -66.4% | -15.9% |
| 6M | -7.4% | +64.5% | -71.9% | -16.4% |
| YTD | -4.7% | +36.5% | -41.2% | -11.0% |
| 1Y | -9.2% | -1.3% | -7.9% | -9.4% |
| 3Y | -24.7% | -22.1% | -2.6% | -23.5% |
| 5Y | -21.6% | -53.3% | +31.8% | -25.2% |
| All | -21.6% | -54.0% | +32.5% | -25.2% |
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