+8.2%
HD vs PAYC
-52.7%
+60.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.0% |
| 7D | +3.6% | -11.1% | +14.7% | +5.8% |
| 30D | +21.6% | +1.8% | +19.7% | +21.2% |
| 3M | +0.1% | +10.2% | -10.1% | -1.8% |
| 6M | +13.0% | +73.5% | -60.5% | +0.8% |
| YTD | +4.9% | +49.4% | -44.5% | -4.1% |
| 1Y | -2.1% | +47.2% | -49.3% | -10.2% |
| 3Y | +32.6% | +44.4% | -11.8% | +19.4% |
| 5Y | +8.2% | -52.1% | +60.3% | +18.5% |
| All | +8.2% | -52.7% | +60.9% | +18.5% |
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