+100.4%
HLT vs PAYX
+9.7%
+90.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -0.9% | +0.8% |
| 7D | -0.2% | -2.6% | +2.4% | +0.5% |
| 30D | -5.0% | -2.9% | -2.2% | -4.4% |
| 3M | -10.2% | +19.0% | -29.2% | -15.1% |
| 6M | +6.6% | +31.0% | -24.3% | -2.7% |
| YTD | +8.3% | +9.2% | -1.0% | +6.0% |
| 1Y | +13.3% | -8.4% | +21.7% | +19.3% |
| 3Y | +100.4% | +10.3% | +90.0% | +99.7% |
| All | +100.4% | +9.7% | +90.7% | +99.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling