+1,463.9%
HWM vs PAYC
+367.7%
+1,096.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.4% | +5.2% |
| 7D | +1.6% | -11.1% | +12.7% | +4.6% |
| 30D | -3.9% | +1.8% | -5.8% | -4.8% |
| 3M | -23.2% | +10.2% | -33.4% | -25.5% |
| 6M | -20.0% | +73.5% | -93.5% | -32.5% |
| YTD | +5.7% | +49.4% | -43.7% | -8.2% |
| 1Y | +4.9% | +47.2% | -42.3% | -8.6% |
| 3Y | +347.0% | +44.4% | +302.6% | +277.4% |
| 5Y | +563.0% | -52.1% | +615.1% | +641.7% |
| 10Y | +1,579.2% | +474.3% | +1,104.9% | +893.8% |
| All | +1,463.9% | +367.7% | +1,096.2% | +843.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling