+72.8%
HCA vs PAYC
-52.9%
+125.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | 0.0% | +1.2% |
| 7D | +5.4% | -5.5% | +10.9% | +6.2% |
| 30D | +3.0% | +3.8% | -0.8% | +2.4% |
| 3M | +13.0% | +65.8% | -52.8% | +4.5% |
| 6M | -20.3% | +68.7% | -89.0% | -26.8% |
| YTD | -8.2% | +38.3% | -46.6% | -13.3% |
| 1Y | +6.7% | -2.4% | +9.1% | +6.5% |
| 3Y | +60.4% | -21.5% | +81.9% | +62.4% |
| All | +72.8% | -52.9% | +125.7% | +72.4% |
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 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