+228.7%
HL vs PAYC
-52.9%
+281.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.4% |
| 7D | -4.4% | -5.5% | +1.2% | -3.5% |
| 30D | +9.3% | +3.8% | +5.5% | +8.6% |
| 3M | +32.0% | +65.8% | -33.8% | +19.7% |
| 6M | -6.4% | +68.7% | -75.1% | -16.1% |
| YTD | +3.1% | +38.3% | -35.2% | -3.6% |
| 1Y | +77.6% | -2.4% | +79.9% | +78.7% |
| 3Y | +392.8% | -21.5% | +414.4% | +402.3% |
| All | +228.7% | -52.9% | +281.6% | +250.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling