+22.0%
PAYX vs ALHC
-31.9%
+53.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.4% | +0.5% |
| 7D | -7.9% | -5.8% | -2.1% | -7.6% |
| 30D | -5.0% | -3.3% | -1.7% | -4.9% |
| 3M | +15.1% | -37.9% | +53.1% | +17.8% |
| 6M | +23.9% | -29.5% | +53.4% | +25.2% |
| YTD | +6.2% | -35.4% | +41.6% | +7.7% |
| 1Y | -9.6% | -22.4% | +12.8% | -9.6% |
| 3Y | +5.8% | +146.3% | -140.5% | -6.6% |
| 5Y | +22.0% | -32.0% | +53.9% | +12.8% |
| All | +22.0% | -31.9% | +53.8% | +12.8% |
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