-28.8%
HAL vs PAYC
+1,328.5%
-1,357.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +6.1% | +4.9% | +1.2% | +4.9% |
| 30D | +2.9% | +4.1% | -1.2% | +1.7% |
| 3M | +3.3% | +11.5% | -8.1% | +0.3% |
| 6M | -16.9% | +85.3% | -102.2% | -29.8% |
| YTD | +21.2% | +57.3% | -36.1% | +5.4% |
| 1Y | +27.5% | +52.6% | -25.0% | +11.8% |
| 3Y | -6.4% | +48.3% | -54.7% | -19.2% |
| 5Y | +58.0% | -47.8% | +105.9% | +67.6% |
| 10Y | -14.6% | +515.9% | -530.5% | -45.0% |
| All | -28.8% | +1,328.5% | -1,357.4% | -60.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling