+5.3%
HUM vs PAYC
-52.9%
+58.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +0.9% | +2.1% |
| 7D | +2.1% | -5.5% | +7.6% | +2.6% |
| 30D | +5.4% | +3.8% | +1.6% | +4.9% |
| 3M | +11.4% | +65.8% | -54.4% | +4.9% |
| 6M | +141.5% | +68.7% | +72.8% | +126.4% |
| YTD | +61.2% | +38.3% | +22.8% | +54.2% |
| 1Y | +49.2% | -2.4% | +51.5% | +47.3% |
| 3Y | -9.0% | -21.5% | +12.5% | -9.6% |
| All | +5.3% | -52.9% | +58.2% | +5.2% |
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