+575.2%
HLT vs PAYX
+167.8%
+407.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.3% |
| 7D | -1.6% | -4.9% | +3.3% | +0.7% |
| 30D | -5.0% | -3.8% | -1.2% | -3.5% |
| 3M | -10.4% | +17.9% | -28.3% | -18.2% |
| 6M | +3.2% | +26.1% | -22.8% | -9.7% |
| YTD | +6.7% | +6.7% | 0.0% | +1.3% |
| 1Y | +10.3% | -10.7% | +21.0% | +14.9% |
| 3Y | +99.3% | +7.0% | +92.4% | +84.9% |
| 5Y | +143.7% | +22.6% | +121.1% | +107.9% |
| All | +575.2% | +167.8% | +407.4% | +292.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling