+39.7%
HPQ vs PAYC
-54.1%
+93.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.6% | +6.6% | +5.3% |
| 7D | +2.2% | -8.7% | +11.0% | +4.4% |
| 30D | +9.7% | +1.2% | +8.6% | +9.4% |
| 3M | +32.7% | +58.6% | -25.9% | +18.0% |
| 6M | +77.7% | +56.6% | +21.1% | +57.9% |
| YTD | +51.0% | +36.2% | +14.7% | +38.2% |
| 1Y | +18.4% | -2.2% | +20.6% | +16.9% |
| 3Y | +25.6% | -22.3% | +47.9% | +27.0% |
| All | +39.7% | -54.1% | +93.8% | +51.3% |
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 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