+73.7%
HST vs PAYC
-53.3%
+127.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.4% | +5.5% | +1.2% |
| 7D | +2.0% | -7.9% | +9.9% | +3.6% |
| 30D | -5.2% | +2.1% | -7.4% | -5.8% |
| 3M | -6.2% | +61.8% | -68.0% | -16.7% |
| 6M | +20.4% | +59.9% | -39.5% | +6.4% |
| YTD | +30.6% | +38.5% | -7.9% | +19.2% |
| 1Y | +37.4% | -1.4% | +38.7% | +36.2% |
| 3Y | +66.1% | -21.0% | +87.1% | +68.2% |
| 5Y | +73.7% | -52.9% | +126.6% | +86.5% |
| All | +73.7% | -53.3% | +127.0% | +86.5% |
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 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