+575.2%
HLT vs PAYC
+358.9%
+216.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.3% |
| 7D | -1.6% | -5.5% | +3.9% | -0.3% |
| 30D | -5.0% | +3.8% | -8.8% | -6.0% |
| 3M | -10.4% | +65.8% | -76.2% | -22.3% |
| 6M | +3.2% | +68.7% | -65.5% | -11.7% |
| YTD | +6.7% | +38.3% | -31.6% | -4.2% |
| 1Y | +10.3% | -2.4% | +12.7% | +8.3% |
| 3Y | +99.3% | -21.5% | +120.9% | +97.2% |
| 5Y | +143.7% | -52.7% | +196.4% | +168.6% |
| All | +575.2% | +358.9% | +216.4% | +341.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling