+107.2%
HST vs PAYC
+351.9%
-244.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.3% |
| 7D | -0.3% | -8.7% | +8.4% | +2.0% |
| 30D | -2.8% | +1.2% | -3.9% | -3.3% |
| 3M | -6.5% | +58.6% | -65.1% | -19.1% |
| 6M | +20.7% | +56.6% | -35.9% | +3.8% |
| YTD | +30.5% | +36.2% | -5.8% | +16.2% |
| 1Y | +36.8% | -2.2% | +39.0% | +33.4% |
| 3Y | +65.9% | -22.3% | +88.2% | +63.8% |
| 5Y | +73.9% | -53.9% | +127.8% | +94.1% |
| All | +107.2% | +351.9% | -244.7% | +37.0% |
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