+289.4%
HPE vs PAYX
+6.4%
+283.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.5% | +11.9% | +12.4% |
| 7D | +19.4% | -4.9% | +24.3% | +20.2% |
| 30D | +5.6% | -3.8% | +9.4% | +6.1% |
| 3M | +33.1% | +17.9% | +15.2% | +27.0% |
| 6M | +192.5% | +26.1% | +166.4% | +172.3% |
| YTD | +160.9% | +6.7% | +154.2% | +155.1% |
| 1Y | +155.0% | -10.7% | +165.7% | +164.0% |
| 3Y | +289.4% | +7.0% | +282.4% | +281.1% |
| All | +289.4% | +6.4% | +283.0% | +281.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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