+17.5%
HAS vs PAYC
-1.0%
+18.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.4% | +3.0% | -2.2% |
| 7D | -3.1% | -7.9% | +4.8% | -2.8% |
| 30D | -2.7% | +2.1% | -4.8% | -2.8% |
| 3M | +8.9% | +61.8% | -52.9% | +7.4% |
| 6M | -2.9% | +59.9% | -62.8% | -4.0% |
| YTD | +12.6% | +38.5% | -25.9% | +16.0% |
| 1Y | +17.5% | -1.4% | +18.8% | +36.0% |
| All | +17.5% | -1.0% | +18.4% | +36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling