+55.7%
HAS vs PAYC
+330.2%
-274.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.4% | +3.0% | -1.2% |
| 7D | -3.1% | -7.9% | +4.8% | -1.4% |
| 30D | -2.7% | +2.1% | -4.8% | -3.2% |
| 3M | +8.9% | +61.8% | -52.9% | -3.0% |
| 6M | -2.9% | +59.9% | -62.8% | -14.0% |
| YTD | +12.6% | +38.5% | -25.9% | +2.7% |
| 1Y | +17.5% | -1.4% | +18.8% | +15.7% |
| 3Y | +46.2% | -21.0% | +67.2% | +45.0% |
| 5Y | +12.6% | -52.9% | +65.5% | +22.2% |
| 10Y | +55.7% | +332.8% | -277.1% | +11.6% |
| All | +55.7% | +330.2% | -274.6% | +11.6% |
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