+113.1%
HST vs PAYC
+1,292.9%
-1,179.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -1.0% |
| 7D | -1.3% | -9.5% | +8.2% | +1.0% |
| 30D | +13.4% | +3.3% | +10.1% | +12.5% |
| 3M | +16.7% | +14.5% | +2.2% | +12.8% |
| 6M | +24.0% | +76.0% | -52.0% | +6.4% |
| YTD | +54.0% | +53.4% | +0.6% | +35.4% |
| 1Y | +55.0% | +43.8% | +11.2% | +38.5% |
| 3Y | +89.3% | +45.3% | +44.1% | +65.0% |
| 5Y | +85.4% | -48.9% | +134.3% | +97.7% |
| 10Y | +137.1% | +500.5% | -363.4% | +64.0% |
| All | +113.1% | +1,292.9% | -1,179.9% | +42.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling