+304.1%
HUM vs PAYC
+1,140.1%
-836.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -1.4% | -10.2% | +8.8% | +0.2% |
| 30D | +7.5% | +2.0% | +5.5% | +7.0% |
| 3M | +10.2% | +58.3% | -48.1% | +1.6% |
| 6M | +132.5% | +64.5% | +68.0% | +112.3% |
| YTD | +57.6% | +36.5% | +21.1% | +48.1% |
| 1Y | +48.6% | -1.3% | +49.9% | +46.7% |
| 3Y | -11.2% | -22.1% | +11.0% | -11.8% |
| 5Y | +4.8% | -53.3% | +58.1% | +9.8% |
| 10Y | +147.1% | +348.5% | -201.4% | +83.2% |
| All | +304.1% | +1,140.1% | -836.1% | +164.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling