+389.9%
HWM vs PAYC
-22.2%
+412.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -5.4% | -5.3% | -10.4% |
| 7D | -9.2% | -7.9% | -1.3% | -8.7% |
| 30D | -17.9% | +2.1% | -20.0% | -17.9% |
| 3M | -6.0% | +61.8% | -67.8% | -9.0% |
| 6M | -7.4% | +59.9% | -67.3% | -10.3% |
| YTD | +13.1% | +38.5% | -25.4% | +11.2% |
| 1Y | +29.3% | -1.4% | +30.7% | +32.5% |
| 3Y | +389.9% | -21.0% | +410.9% | +418.5% |
| All | +389.9% | -22.2% | +412.1% | +418.5% |
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