+746.1%
HWM vs PAYC
-50.6%
+796.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.2% | +0.1% |
| 7D | -2.1% | -2.9% | +0.8% | -1.7% |
| 30D | -11.0% | +32.8% | -43.7% | -15.0% |
| 3M | +4.0% | +69.3% | -65.2% | -4.9% |
| 6M | -0.2% | +74.0% | -74.2% | -9.7% |
| YTD | +26.7% | +46.4% | -19.8% | +18.0% |
| 1Y | +44.7% | +4.2% | +40.5% | +44.0% |
| 3Y | +426.1% | -19.7% | +445.8% | +439.0% |
| All | +746.1% | -50.6% | +796.7% | +794.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling