+398.8%
HL vs PAYC
-22.6%
+421.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.0% |
| 7D | -5.6% | -10.2% | +4.6% | -5.0% |
| 30D | +12.7% | +2.0% | +10.8% | +12.6% |
| 3M | +42.5% | +58.3% | -15.8% | +37.3% |
| 6M | -9.0% | +64.5% | -73.5% | -12.9% |
| YTD | +4.4% | +36.5% | -32.1% | +2.7% |
| 1Y | +82.7% | -1.3% | +83.9% | +88.7% |
| All | +398.8% | -22.6% | +421.5% | +447.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling