+834.3%
HCA vs PAYC
+1,137.5%
-303.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.6% | +6.6% | +5.2% |
| 7D | +4.9% | -8.7% | +13.7% | +6.7% |
| 30D | +1.9% | +1.2% | +0.7% | +1.5% |
| 3M | +12.7% | +58.6% | -45.9% | +2.1% |
| 6M | -22.3% | +56.6% | -79.0% | -29.9% |
| YTD | -9.3% | +36.2% | -45.6% | -16.2% |
| 1Y | +2.7% | -2.2% | +4.9% | +1.2% |
| 3Y | +57.8% | -22.3% | +80.1% | +55.9% |
| 5Y | +70.3% | -53.9% | +124.2% | +82.6% |
| 10Y | +499.7% | +347.5% | +152.2% | +323.8% |
| All | +834.3% | +1,137.5% | -303.2% | +497.1% |
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