+184.2%
HDB vs PAYC
+1,328.5%
-1,144.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.7% | +4.9% | -2.1% | +1.9% |
| 30D | +14.1% | +4.1% | +10.0% | +13.2% |
| 3M | +11.8% | +11.5% | +0.4% | +9.5% |
| 6M | +8.2% | +85.3% | -77.1% | -4.0% |
| YTD | -29.3% | +57.3% | -86.6% | -35.9% |
| 1Y | -28.8% | +52.6% | -81.3% | -35.1% |
| 3Y | -7.5% | +48.3% | -55.7% | -17.6% |
| 5Y | -23.1% | -47.8% | +24.8% | -19.6% |
| 10Y | +63.7% | +515.9% | -452.2% | +23.9% |
| All | +184.2% | +1,328.5% | -1,144.3% | +102.8% |
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