+126.5%
HSY vs PAYC
+358.9%
-232.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.7% |
| 7D | +0.1% | -5.5% | +5.6% | +0.7% |
| 30D | -5.2% | +3.8% | -9.0% | -5.6% |
| 3M | -3.4% | +65.8% | -69.2% | -8.9% |
| 6M | -19.2% | +68.7% | -87.9% | -24.2% |
| YTD | -2.6% | +38.3% | -41.0% | -6.8% |
| 1Y | -3.8% | -2.4% | -1.4% | -4.4% |
| 3Y | -10.6% | -21.5% | +10.9% | -11.0% |
| 5Y | +12.3% | -52.7% | +65.0% | +16.8% |
| All | +126.5% | +358.9% | -232.4% | +72.7% |
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 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