+28.2%
HBM vs PAYC
+58.6%
-30.5%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -1.0% |
| 7D | +5.5% | -8.7% | +14.3% | +3.7% |
| 30D | +3.3% | +1.2% | +2.1% | +3.8% |
| 3M | +12.7% | +58.6% | -46.0% | +31.1% |
| 6M | +28.2% | +56.6% | -28.4% | +50.6% |
| All | +28.2% | +58.6% | -30.5% | +50.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling