+32.4%
HDB vs PAYC
+352.8%
-320.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | -6.2% | -10.2% | +4.0% | -4.2% |
| 30D | -6.2% | +2.0% | -8.2% | -6.7% |
| 3M | -5.9% | +58.3% | -64.1% | -15.2% |
| 6M | -25.9% | +64.5% | -90.4% | -34.2% |
| YTD | -40.2% | +36.5% | -76.8% | -45.0% |
| 1Y | -38.0% | -1.3% | -36.7% | -39.0% |
| 3Y | -30.5% | -22.1% | -8.4% | -31.3% |
| 5Y | -38.1% | -53.3% | +15.2% | -32.7% |
| All | +32.4% | +352.8% | -320.4% | -0.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling