-53.9%
PAYC vs ALHC
-27.5%
-26.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -1.2% |
| 7D | -8.7% | -4.1% | -4.6% | -8.2% |
| 30D | +1.2% | -5.4% | +6.6% | +1.9% |
| 3M | +58.6% | -32.1% | +90.7% | +65.6% |
| 6M | +56.6% | -28.5% | +85.1% | +59.8% |
| YTD | +36.2% | -34.0% | +70.3% | +40.3% |
| 1Y | -2.2% | -20.9% | +18.7% | -2.7% |
| 3Y | -22.3% | +151.5% | -173.8% | -44.6% |
| 5Y | -53.9% | -28.8% | -25.0% | -61.9% |
| All | -53.9% | -27.5% | -26.4% | -61.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling