+185.9%
HALO vs PAYC
-21.6%
+207.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.1% |
| 7D | -2.7% | -5.5% | +2.8% | -2.2% |
| 30D | +5.3% | +3.8% | +1.5% | +4.9% |
| 3M | +51.6% | +65.8% | -14.2% | +43.5% |
| 6M | +61.3% | +68.7% | -7.4% | +52.0% |
| YTD | +59.3% | +38.3% | +20.9% | +53.3% |
| 1Y | +38.3% | -2.4% | +40.7% | +39.1% |
| 3Y | +185.9% | -21.5% | +207.4% | +183.7% |
| All | +185.9% | -21.6% | +207.5% | +183.7% |
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 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