+11.3%
HSY vs PAYC
-53.8%
+65.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.5% |
| 7D | -3.0% | -8.7% | +5.8% | -2.5% |
| 30D | -5.0% | +1.2% | -6.2% | -5.1% |
| 3M | -1.3% | +58.6% | -59.9% | -3.9% |
| 6M | -21.5% | +56.6% | -78.1% | -23.6% |
| YTD | -3.3% | +36.2% | -39.5% | -5.2% |
| 1Y | -5.5% | -2.2% | -3.3% | -5.8% |
| 3Y | -9.9% | -22.3% | +12.4% | -10.3% |
| 5Y | +11.3% | -53.9% | +65.2% | +6.1% |
| All | +11.3% | -53.8% | +65.2% | +6.1% |
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