+563.1%
HPE vs PAYC
+358.9%
+204.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.3% | +11.1% | +12.2% |
| 7D | +19.4% | -5.5% | +24.9% | +20.7% |
| 30D | +5.6% | +3.8% | +1.8% | +4.6% |
| 3M | +33.1% | +65.8% | -32.8% | +16.5% |
| 6M | +192.5% | +68.7% | +123.8% | +152.9% |
| YTD | +160.9% | +38.3% | +122.6% | +136.1% |
| 1Y | +155.0% | -2.4% | +157.3% | +150.7% |
| 3Y | +289.4% | -21.5% | +311.0% | +286.4% |
| 5Y | +395.7% | -52.7% | +448.4% | +440.9% |
| All | +563.1% | +358.9% | +204.2% | +288.4% |
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