-4.5%
HAL vs PAYC
-22.2%
+17.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | -0.1% |
| 7D | +0.5% | -7.9% | +8.4% | +1.4% |
| 30D | +15.9% | +2.1% | +13.8% | +15.5% |
| 3M | -8.7% | +61.8% | -70.5% | -14.5% |
| 6M | +9.0% | +59.9% | -50.9% | +1.9% |
| YTD | +32.0% | +38.5% | -6.5% | +26.1% |
| 1Y | +72.5% | -1.4% | +73.8% | +74.8% |
| 3Y | -4.5% | -21.0% | +16.5% | -2.2% |
| All | -4.5% | -22.2% | +17.7% | -2.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling