+129.2%
HPE vs PAYC
+5.6%
+123.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.7% | -0.8% | -4.7% |
| 7D | -0.6% | -2.9% | +2.3% | -0.8% |
| 30D | -2.3% | +32.8% | -35.0% | -0.1% |
| 3M | -2.9% | +69.3% | -72.1% | +0.7% |
| 6M | +143.6% | +74.0% | +69.6% | +152.4% |
| YTD | +118.5% | +46.4% | +72.1% | +127.9% |
| 1Y | +129.2% | +4.2% | +125.0% | +144.1% |
| All | +129.2% | +5.6% | +123.6% | +144.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling