+1,353.2%
HALO vs PAYC
+1,137.5%
+215.7%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.4% |
| 7D | -2.1% | -8.7% | +6.7% | +0.2% |
| 30D | +4.6% | +1.2% | +3.5% | +4.2% |
| 3M | +50.2% | +58.6% | -8.4% | +31.4% |
| 6M | +57.6% | +56.6% | +1.0% | +37.2% |
| YTD | +59.6% | +36.2% | +23.3% | +43.4% |
| 1Y | +41.2% | -2.2% | +43.4% | +38.2% |
| 3Y | +178.9% | -22.3% | +201.2% | +174.2% |
| 5Y | +160.1% | -53.9% | +213.9% | +186.7% |
| 10Y | +967.5% | +347.5% | +620.0% | +428.1% |
| All | +1,353.2% | +1,137.5% | +215.7% | +471.7% |
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 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