+243.8%
HPQ vs PAYC
+358.9%
-115.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.3% | +7.1% | +8.0% |
| 7D | +9.8% | -5.5% | +15.3% | +11.5% |
| 30D | +22.4% | +3.8% | +18.6% | +21.1% |
| 3M | +45.2% | +65.8% | -20.7% | +24.7% |
| 6M | +96.4% | +68.7% | +27.7% | +67.1% |
| YTD | +65.4% | +38.3% | +27.0% | +48.1% |
| 1Y | +31.6% | -2.4% | +34.0% | +29.5% |
| 3Y | +37.0% | -21.5% | +58.6% | +36.1% |
| 5Y | +53.0% | -52.7% | +105.7% | +69.8% |
| All | +243.8% | +358.9% | -115.0% | +109.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling