+80.6%
HST vs PAYC
+1,229.9%
-1,149.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.7% | +4.0% | +1.1% |
| 7D | -1.0% | -2.9% | +1.8% | -0.4% |
| 30D | -12.3% | +32.8% | -45.0% | -18.7% |
| 3M | -6.4% | +69.3% | -75.6% | -18.5% |
| 6M | +15.0% | +74.0% | -59.0% | -1.4% |
| YTD | +30.5% | +46.4% | -15.9% | +16.2% |
| 1Y | +35.7% | +4.2% | +31.5% | +30.8% |
| 3Y | +68.4% | -19.7% | +88.1% | +65.4% |
| 5Y | +73.1% | -52.0% | +125.2% | +87.1% |
| 10Y | +92.7% | +356.9% | -264.2% | +37.9% |
| All | +80.6% | +1,229.9% | -1,149.2% | +22.4% |
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