+88.0%
FHN vs PAYC
-53.1%
+141.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.4% | +4.3% | -0.3% |
| 7D | +2.7% | -7.9% | +10.6% | +3.9% |
| 30D | -3.1% | +2.1% | -5.2% | -3.5% |
| 3M | +2.3% | +61.8% | -59.4% | -5.9% |
| 6M | +9.7% | +59.9% | -50.2% | +0.6% |
| YTD | +4.7% | +38.5% | -33.8% | -1.8% |
| 1Y | +13.8% | -1.4% | +15.1% | +13.4% |
| 3Y | +131.6% | -21.0% | +152.6% | +131.8% |
| All | +88.0% | -53.1% | +141.1% | +85.2% |
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