+45.0%
PAYC vs ALHC
+17.4%
+27.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.9% | -2.2% | -5.0% |
| 7D | -10.2% | +1.0% | -11.1% | -10.2% |
| 30D | +6.1% | -14.2% | +20.3% | +6.5% |
| 3M | +10.1% | -45.1% | +55.2% | +11.7% |
| 6M | +88.6% | -59.5% | +148.2% | +93.3% |
| YTD | +50.0% | -62.8% | +112.8% | +53.8% |
| 1Y | +46.1% | -55.5% | +101.6% | +47.8% |
| All | +45.0% | +17.4% | +27.5% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 3y: compounded portfolio wealth divided by compounded ALHC 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…
3y analysis · Full analysis span regression · 6 months rolling