+2.6%
HAL vs PAYX
+167.8%
-165.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -1.0% |
| 7D | -3.3% | -4.9% | +1.5% | -0.4% |
| 30D | +8.2% | -3.8% | +12.0% | +10.2% |
| 3M | -9.4% | +17.9% | -27.3% | -19.7% |
| 6M | +0.6% | +26.1% | -25.4% | -15.6% |
| YTD | +28.6% | +6.7% | +21.8% | +19.4% |
| 1Y | +63.9% | -10.7% | +74.6% | +71.6% |
| 3Y | -7.1% | +7.0% | -14.1% | -17.1% |
| 5Y | +102.3% | +22.6% | +79.7% | +55.5% |
| All | +2.6% | +167.8% | -165.3% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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