+121.3%
HBM vs PAYC
+5.6%
+115.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.7% | +2.7% | -1.6% |
| 7D | -6.4% | -2.9% | -3.5% | -6.8% |
| 30D | +5.9% | +32.8% | -26.8% | +12.1% |
| 3M | -8.9% | +69.3% | -78.2% | +4.2% |
| 6M | +10.7% | +74.0% | -63.3% | +28.9% |
| YTD | +38.3% | +46.4% | -8.1% | +63.6% |
| 1Y | +121.3% | +4.2% | +117.2% | +170.4% |
| All | +121.3% | +5.6% | +115.8% | +170.4% |
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