+677.7%
HPE vs PAYC
+434.3%
+243.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -5.4% | +13.1% | +8.9% |
| 7D | +10.1% | -7.9% | +18.0% | +12.1% |
| 30D | +5.3% | +2.1% | +3.1% | +4.6% |
| 3M | +12.7% | +61.8% | -49.1% | -1.0% |
| 6M | +167.7% | +59.9% | +107.7% | +134.0% |
| YTD | +135.5% | +38.5% | +97.0% | +112.5% |
| 1Y | +143.4% | -1.4% | +144.8% | +138.3% |
| 3Y | +249.2% | -21.0% | +270.2% | +244.9% |
| 5Y | +343.8% | -52.9% | +396.7% | +383.3% |
| 10Y | +495.9% | +332.8% | +163.1% | +231.9% |
| All | +677.7% | +434.3% | +243.4% | +293.7% |
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