+396.0%
HPE vs PAYC
-52.9%
+448.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.3% | +11.1% | +12.3% |
| 7D | +19.4% | -5.5% | +24.9% | +20.3% |
| 30D | +5.6% | +3.8% | +1.8% | +4.9% |
| 3M | +33.1% | +65.8% | -32.8% | +21.7% |
| 6M | +192.5% | +68.7% | +123.8% | +165.1% |
| YTD | +160.9% | +38.3% | +122.6% | +144.8% |
| 1Y | +155.0% | -2.4% | +157.3% | +155.2% |
| 3Y | +289.4% | -21.5% | +311.0% | +296.9% |
| All | +396.0% | -52.9% | +448.9% | +421.4% |
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 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