+1,581.2%
HWM vs PAYX
+180.6%
+1,400.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.3% | +1.6% |
| 7D | -8.0% | -7.5% | -0.6% | -3.4% |
| 30D | -18.0% | -5.3% | -12.7% | -15.4% |
| 3M | -9.5% | +15.6% | -25.1% | -18.8% |
| 6M | -8.4% | +19.5% | -27.9% | -20.7% |
| YTD | +13.6% | +5.8% | +7.9% | +5.7% |
| 1Y | +30.2% | -10.9% | +41.1% | +36.0% |
| 3Y | +392.2% | +5.4% | +386.8% | +337.2% |
| 5Y | +645.2% | +20.4% | +624.8% | +475.0% |
| All | +1,581.2% | +180.6% | +1,400.6% | +659.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling