+159.6%
HAS vs PAYC
+1,229.9%
-1,070.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.9% |
| 3M | +10.4% | +69.3% | -58.9% | -1.6% |
| 6M | -3.2% | +74.0% | -77.2% | -14.7% |
| YTD | +15.4% | +46.4% | -31.0% | +5.0% |
| 1Y | +18.8% | +4.2% | +14.6% | +15.8% |
| 3Y | +43.9% | -19.7% | +63.7% | +42.2% |
| 5Y | +13.9% | -52.0% | +65.9% | +21.4% |
| 10Y | +56.4% | +356.9% | -300.5% | +11.1% |
| All | +159.6% | +1,229.9% | -1,070.3% | +68.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling