+1,559.5%
HWM vs PAYX
+183.2%
+1,376.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.4% |
| 7D | -11.4% | -4.9% | -6.6% | -8.5% |
| 30D | -18.5% | -3.8% | -14.7% | -16.7% |
| 3M | -13.2% | +17.9% | -31.0% | -23.0% |
| 6M | -8.7% | +26.1% | -34.7% | -23.7% |
| YTD | +12.2% | +6.7% | +5.4% | +3.7% |
| 1Y | +24.9% | -10.7% | +35.7% | +30.5% |
| 3Y | +383.9% | +7.0% | +377.0% | +325.6% |
| 5Y | +646.1% | +22.6% | +623.5% | +467.9% |
| All | +1,559.5% | +183.2% | +1,376.3% | +645.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 10y: compounded portfolio wealth divided by compounded PAYX 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…
10y analysis · Full analysis span regression · 6 months rolling