-58.5%
HUBS vs PAYX
+6.4%
-64.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.3% |
| 7D | -9.0% | -4.9% | -4.1% | -4.6% |
| 30D | +7.2% | -3.8% | +11.0% | +12.2% |
| 3M | +20.9% | +17.9% | +3.0% | +6.8% |
| 6M | -13.0% | +26.1% | -39.1% | -26.3% |
| YTD | -43.8% | +6.7% | -50.6% | -47.3% |
| 1Y | -54.6% | -10.7% | -43.9% | -53.4% |
| 3Y | -58.5% | +7.0% | -65.4% | -61.7% |
| All | -58.5% | +6.4% | -64.8% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 3y: compounded portfolio wealth divided by compounded PAYX 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…
3y analysis · Full analysis span regression · 6 months rolling