+35.7%
HST vs PAYC
+5.6%
+30.1%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.7% | +4.0% | 0.0% |
| 7D | -1.0% | -2.9% | +1.8% | -1.3% |
| 30D | -12.3% | +32.8% | -45.0% | -9.9% |
| 3M | -6.4% | +69.3% | -75.6% | -3.4% |
| 6M | +15.0% | +74.0% | -59.0% | +18.4% |
| YTD | +30.5% | +46.4% | -15.9% | +31.9% |
| 1Y | +35.7% | +4.2% | +31.5% | +34.7% |
| All | +35.7% | +5.6% | +30.1% | +34.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling