+1,367.0%
PAYC vs HRB
+159.3%
+1,207.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -6.5% | +1.1% | -3.1% |
| 7D | -7.9% | -9.1% | +1.2% | -4.7% |
| 30D | +2.1% | +0.3% | +1.9% | +1.3% |
| 3M | +61.8% | +23.4% | +38.4% | +49.5% |
| 6M | +59.9% | +45.1% | +14.8% | +39.0% |
| YTD | +38.5% | +8.9% | +29.6% | +32.0% |
| 1Y | -1.4% | -7.9% | +6.5% | -0.9% |
| 3Y | -21.0% | +27.9% | -48.9% | -31.0% |
| 5Y | -52.9% | +108.3% | -161.2% | -66.5% |
| 10Y | +332.8% | +208.4% | +124.4% | +135.5% |
| All | +1,367.0% | +159.3% | +1,207.8% | +784.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling