+276.2%
HPE vs PAYC
-48.2%
+324.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | +7.9% | +4.9% | +3.0% | +7.2% |
| 30D | -23.5% | +4.1% | -27.6% | -24.0% |
| 3M | -19.1% | +11.5% | -30.5% | -20.6% |
| 6M | +51.4% | +85.3% | -33.9% | +35.5% |
| YTD | +103.4% | +57.3% | +46.2% | +86.7% |
| 1Y | +114.4% | +52.6% | +61.8% | +97.8% |
| 3Y | +224.7% | +48.3% | +176.4% | +199.6% |
| All | +276.2% | -48.2% | +324.4% | +320.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling