+12.9%
HAS vs PAYC
-51.7%
+64.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.2% | +0.2% |
| 7D | -1.8% | -2.9% | +1.1% | -1.3% |
| 30D | +2.3% | +32.8% | -30.5% | -3.3% |
| 3M | +10.4% | +69.3% | -58.9% | -0.7% |
| 6M | -3.2% | +74.0% | -77.2% | -13.9% |
| YTD | +15.4% | +46.4% | -31.0% | +6.1% |
| 1Y | +18.8% | +4.2% | +14.6% | +17.3% |
| 3Y | +43.9% | -19.7% | +63.7% | +46.0% |
| All | +12.9% | -51.7% | +64.6% | +14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling