+581.4%
HL vs PAYC
+1,158.0%
-576.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.4% | +4.3% | -0.3% |
| 7D | +7.1% | -7.9% | +15.0% | +8.3% |
| 30D | +21.4% | +2.1% | +19.3% | +21.0% |
| 3M | +37.4% | +61.8% | -24.3% | +26.4% |
| 6M | +0.4% | +59.9% | -59.5% | -8.1% |
| YTD | +6.7% | +38.5% | -31.8% | -0.2% |
| 1Y | +102.4% | -1.4% | +103.7% | +99.7% |
| 3Y | +417.4% | -21.0% | +438.4% | +413.1% |
| 5Y | +243.3% | -52.9% | +296.2% | +260.8% |
| 10Y | +242.6% | +332.8% | -90.3% | +196.0% |
| All | +581.4% | +1,158.0% | -576.7% | +446.4% |
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 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