+30.2%
HWM vs PAYC
-2.9%
+33.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.4% |
| 7D | -8.0% | -8.7% | +0.7% | -8.7% |
| 30D | -18.0% | +1.2% | -19.2% | -17.7% |
| 3M | -9.5% | +58.6% | -68.1% | -4.3% |
| 6M | -8.4% | +56.6% | -65.0% | -2.7% |
| YTD | +13.6% | +36.2% | -22.6% | +21.6% |
| 1Y | +30.2% | -2.2% | +32.4% | +41.9% |
| All | +30.2% | -2.9% | +33.1% | +41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling