+152.3%
HUM vs PAYC
+358.9%
-206.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +0.9% | +2.0% |
| 7D | +2.1% | -5.5% | +7.6% | +3.0% |
| 30D | +5.4% | +3.8% | +1.6% | +4.6% |
| 3M | +11.4% | +65.8% | -54.4% | +0.9% |
| 6M | +141.5% | +68.7% | +72.8% | +117.3% |
| YTD | +61.2% | +38.3% | +22.8% | +50.1% |
| 1Y | +49.2% | -2.4% | +51.5% | +47.4% |
| 3Y | -9.0% | -21.5% | +12.5% | -9.7% |
| 5Y | +7.2% | -52.7% | +59.9% | +13.4% |
| All | +152.3% | +358.9% | -206.6% | +85.4% |
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 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