+347.0%
HWM vs PAYC
+43.1%
+303.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.4% | +5.1% |
| 7D | +1.6% | -11.1% | +12.7% | +2.3% |
| 30D | -3.9% | +1.8% | -5.8% | -4.2% |
| 3M | -23.2% | +10.2% | -33.4% | -23.8% |
| 6M | -20.0% | +73.5% | -93.5% | -23.5% |
| YTD | +5.7% | +49.4% | -43.7% | +3.5% |
| 1Y | +4.9% | +47.2% | -42.3% | +2.9% |
| 3Y | +347.0% | +44.4% | +302.6% | +350.5% |
| All | +347.0% | +43.1% | +303.9% | +350.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling