+571.9%
HPE vs PAYC
+506.7%
+65.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | +7.9% | +4.9% | +3.0% | +6.8% |
| 30D | -23.5% | +4.1% | -27.6% | -24.3% |
| 3M | -19.1% | +11.5% | -30.5% | -21.5% |
| 6M | +51.4% | +85.3% | -33.9% | +28.3% |
| YTD | +103.4% | +57.3% | +46.2% | +77.8% |
| 1Y | +114.4% | +52.6% | +61.8% | +88.6% |
| 3Y | +224.7% | +48.3% | +176.4% | +181.3% |
| 5Y | +277.8% | -47.8% | +325.6% | +302.8% |
| 10Y | +371.1% | +515.9% | -144.8% | +142.9% |
| All | +571.9% | +506.7% | +65.3% | +229.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling