+301.7%
HIG vs PAYC
+358.9%
-57.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.7% | -0.6% |
| 7D | -1.5% | -5.5% | +4.1% | -0.4% |
| 30D | -0.4% | +3.8% | -4.1% | -1.2% |
| 3M | +6.7% | +65.8% | -59.1% | -4.1% |
| 6M | +2.0% | +68.7% | -66.7% | -9.2% |
| YTD | +0.3% | +38.3% | -38.1% | -7.4% |
| 1Y | +4.2% | -2.4% | +6.6% | +2.9% |
| 3Y | +102.2% | -21.5% | +123.8% | +100.7% |
| 5Y | +118.5% | -52.7% | +171.2% | +134.9% |
| All | +301.7% | +358.9% | -57.1% | +195.4% |
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