+246.3%
HPE vs PAYC
-22.6%
+269.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.2% | -6.5% | -6.3% |
| 7D | +1.4% | -10.2% | +11.6% | +2.3% |
| 30D | +1.5% | +2.0% | -0.4% | +1.3% |
| 3M | +21.7% | +58.3% | -36.5% | +15.8% |
| 6M | +164.2% | +64.5% | +99.7% | +148.8% |
| YTD | +132.1% | +36.5% | +95.5% | +124.3% |
| 1Y | +130.6% | -1.3% | +131.9% | +134.0% |
| All | +246.3% | -22.6% | +269.0% | +266.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling