-53.3%
PAYC vs HRB
+109.9%
-163.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -10.2% | -12.2% | +2.0% | -6.5% |
| 30D | +2.0% | -3.0% | +4.9% | +2.3% |
| 3M | +58.3% | +21.7% | +36.6% | +48.5% |
| 6M | +64.5% | +52.3% | +12.2% | +44.2% |
| YTD | +36.5% | +6.5% | +30.0% | +30.2% |
| 1Y | -1.3% | -6.7% | +5.4% | -3.1% |
| 3Y | -22.1% | +25.1% | -47.2% | -30.2% |
| 5Y | -53.3% | +113.8% | -167.1% | -60.0% |
| All | -53.3% | +109.9% | -163.2% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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