+35.8%
PAYX vs ALHC
-33.8%
+69.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.6% |
| 7D | -4.9% | -6.9% | +2.0% | -4.5% |
| 30D | -3.8% | -6.7% | +2.9% | -3.5% |
| 3M | +17.9% | -37.7% | +55.6% | +20.3% |
| 6M | +26.1% | -30.0% | +56.1% | +27.3% |
| YTD | +6.7% | -36.2% | +42.9% | +8.2% |
| 1Y | -10.7% | -22.9% | +12.1% | -10.6% |
| 3Y | +7.0% | +138.4% | -131.4% | -3.7% |
| 5Y | +22.6% | -32.8% | +55.4% | +13.5% |
| All | +35.8% | -33.8% | +69.6% | +24.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling