+2.6%
HAL vs PAYC
+358.9%
-356.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -2.0% | -1.0% |
| 7D | -3.3% | -5.5% | +2.2% | -1.9% |
| 30D | +8.2% | +3.8% | +4.4% | +6.9% |
| 3M | -9.4% | +65.8% | -75.3% | -22.2% |
| 6M | +0.6% | +68.7% | -68.1% | -14.8% |
| YTD | +28.6% | +38.3% | -9.8% | +14.4% |
| 1Y | +63.9% | -2.4% | +66.3% | +60.7% |
| 3Y | -7.1% | -21.5% | +14.4% | -8.1% |
| 5Y | +102.3% | -52.7% | +155.0% | +123.9% |
| All | +2.6% | +358.9% | -356.3% | -25.7% |
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