+1,520.0%
HWM vs PAYC
+380.0%
+1,140.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.0% | +0.3% | +1.8% |
| 7D | +5.0% | -9.5% | +14.5% | +7.6% |
| 30D | +1.5% | +3.3% | -1.7% | +0.3% |
| 3M | -20.3% | +14.5% | -34.9% | -23.5% |
| 6M | -18.0% | +76.0% | -94.1% | -31.1% |
| YTD | +9.5% | +53.4% | -43.9% | -5.5% |
| 1Y | +7.5% | +43.8% | -36.3% | -5.6% |
| 3Y | +355.7% | +45.3% | +310.4% | +284.6% |
| 5Y | +610.2% | -48.9% | +659.1% | +678.0% |
| 10Y | +1,516.8% | +500.5% | +1,016.2% | +849.6% |
| All | +1,520.0% | +380.0% | +1,140.1% | +870.6% |
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