+497.2%
PAYX vs HDB
+3,626.5%
-3,129.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.4% |
| 7D | -7.5% | -4.9% | -2.6% | -6.3% |
| 30D | -5.3% | -5.8% | +0.5% | -4.0% |
| 3M | +15.6% | -5.2% | +20.8% | +16.6% |
| 6M | +19.5% | -25.7% | +45.2% | +27.2% |
| YTD | +5.8% | -39.6% | +45.3% | +18.2% |
| 1Y | -10.9% | -36.9% | +26.0% | -1.6% |
| 3Y | +5.4% | -29.7% | +35.2% | +11.6% |
| 5Y | +20.4% | -37.8% | +58.1% | +29.7% |
| 10Y | +164.1% | +33.7% | +130.4% | +130.4% |
| All | +497.2% | +3,626.5% | -3,129.3% | +170.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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