+525.6%
HD vs PAYC
+1,257.3%
-731.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.0% |
| 7D | +3.6% | -11.1% | +14.7% | +5.9% |
| 30D | +21.6% | +1.8% | +19.7% | +21.1% |
| 3M | +0.1% | +10.2% | -10.1% | -1.9% |
| 6M | +13.0% | +73.5% | -60.5% | +0.3% |
| YTD | +4.9% | +49.4% | -44.5% | -4.8% |
| 1Y | -2.1% | +47.2% | -49.3% | -10.9% |
| 3Y | +32.6% | +44.4% | -11.8% | +18.6% |
| 5Y | +8.2% | -52.1% | +60.3% | +15.1% |
| 10Y | +257.9% | +474.3% | -216.3% | +162.1% |
| All | +525.6% | +1,257.3% | -731.7% | +326.8% |
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