+94.1%
HAS vs PAYC
+510.1%
-416.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.6% | -2.6% |
| 7D | +1.6% | -0.5% | +2.1% | +1.7% |
| 30D | +26.6% | +5.2% | +21.5% | +25.2% |
| 3M | +29.0% | +18.0% | +11.0% | +24.2% |
| 6M | +30.6% | +81.6% | -51.1% | +12.9% |
| YTD | +51.5% | +57.3% | -5.7% | +34.2% |
| 1Y | +58.5% | +49.8% | +8.7% | +41.9% |
| 3Y | +214.1% | +49.0% | +165.1% | +175.7% |
| 5Y | +50.2% | -47.8% | +98.1% | +60.3% |
| All | +94.1% | +510.1% | -416.0% | +34.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling