+1,474.6%
HWM vs PAYC
+510.1%
+964.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +7.3% | +4.9% | +2.4% | +6.0% |
| 30D | +1.6% | +4.1% | -2.5% | +0.1% |
| 3M | -21.9% | +11.5% | -33.3% | -24.4% |
| 6M | -19.0% | +85.3% | -104.3% | -33.0% |
| YTD | +7.9% | +57.3% | -49.3% | -7.6% |
| 1Y | +9.9% | +52.6% | -42.6% | -5.2% |
| 3Y | +342.1% | +48.3% | +293.9% | +270.6% |
| 5Y | +600.8% | -47.8% | +648.6% | +666.4% |
| All | +1,474.6% | +510.1% | +964.5% | +835.5% |
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 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