+101.9%
HAS vs PAYC
+451.9%
-350.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | +2.2% | -11.1% | +13.3% | +4.8% |
| 30D | +29.6% | +1.8% | +27.7% | +29.0% |
| 3M | +30.3% | +10.2% | +20.1% | +27.4% |
| 6M | +25.6% | +73.5% | -47.9% | +9.8% |
| YTD | +50.8% | +49.4% | +1.4% | +35.2% |
| 1Y | +63.0% | +47.2% | +15.8% | +46.5% |
| 3Y | +211.6% | +44.4% | +167.1% | +175.4% |
| 5Y | +50.4% | -52.1% | +102.5% | +63.7% |
| 10Y | +101.9% | +474.3% | -372.4% | +44.5% |
| All | +101.9% | +451.9% | -350.1% | +44.5% |
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