+249.6%
HL vs PAYC
+50.2%
+199.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -11.1% | +4.9% | -16.0% | -11.4% |
| 30D | -12.1% | +4.1% | -16.2% | -12.3% |
| 3M | -26.1% | +11.5% | -37.6% | -26.7% |
| 6M | -37.7% | +85.3% | -123.0% | -41.4% |
| YTD | -31.7% | +57.3% | -89.0% | -33.3% |
| 1Y | -11.6% | +52.6% | -64.2% | -13.1% |
| 3Y | +249.6% | +48.3% | +201.4% | +235.2% |
| All | +249.6% | +50.2% | +199.5% | +235.2% |
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