+1,516.2%
HWM vs PAYC
+474.5%
+1,041.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.1% |
| 7D | -1.8% | -9.5% | +7.8% | +0.7% |
| 30D | -2.7% | +2.5% | -5.2% | -3.7% |
| 3M | -22.7% | +11.7% | -34.4% | -25.3% |
| 6M | -18.9% | +74.6% | -93.6% | -31.8% |
| YTD | +7.1% | +50.4% | -43.3% | -7.3% |
| 1Y | +4.7% | +44.0% | -39.3% | -8.3% |
| 3Y | +345.6% | +42.5% | +303.1% | +277.1% |
| 5Y | +588.3% | -50.3% | +638.5% | +662.2% |
| 10Y | +1,516.2% | +521.2% | +995.0% | +863.8% |
| All | +1,516.2% | +474.5% | +1,041.7% | +863.8% |
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