-21.9%
HAL vs PAYC
+1,229.9%
-1,251.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.1% | +0.3% |
| 7D | +2.9% | -2.9% | +5.8% | +3.6% |
| 30D | +17.0% | +32.8% | -15.7% | +8.5% |
| 3M | -9.7% | +69.3% | -78.9% | -21.6% |
| 6M | +8.6% | +74.0% | -65.3% | -7.2% |
| YTD | +33.0% | +46.4% | -13.4% | +18.1% |
| 1Y | +68.3% | +4.2% | +64.1% | +62.5% |
| 3Y | +0.1% | -19.7% | +19.8% | -1.5% |
| 5Y | +102.6% | -52.0% | +154.7% | +119.4% |
| 10Y | +3.8% | +356.9% | -353.1% | -29.8% |
| All | -21.9% | +1,229.9% | -1,251.8% | -55.4% |
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