+52.2%
HL vs PAYX
+35,385.9%
-35,333.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -4.4% | -4.9% | +0.5% | -3.8% |
| 30D | +9.3% | -3.8% | +13.1% | +9.7% |
| 3M | +32.0% | +17.9% | +14.1% | +29.0% |
| 6M | -6.4% | +26.1% | -32.5% | -9.5% |
| YTD | +3.1% | +6.7% | -3.6% | +1.6% |
| 1Y | +77.6% | -10.7% | +88.3% | +78.7% |
| 3Y | +392.8% | +7.0% | +385.9% | +383.1% |
| 5Y | +234.1% | +22.6% | +211.5% | +223.2% |
| 10Y | +264.5% | +166.5% | +97.9% | +225.8% |
| All | +52.2% | +35,385.9% | -35,333.7% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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