+6.0%
PAYX vs HST
+65.3%
-59.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.7% | -1.8% |
| 7D | -7.5% | -0.3% | -7.1% | -7.4% |
| 30D | -5.3% | -2.8% | -2.5% | -4.7% |
| 3M | +15.6% | -6.5% | +22.1% | +17.3% |
| 6M | +19.5% | +20.7% | -1.2% | +12.4% |
| YTD | +5.8% | +30.5% | -24.7% | -2.9% |
| 1Y | -10.9% | +36.8% | -47.6% | -19.4% |
| All | +6.0% | +65.3% | -59.3% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 3y: compounded portfolio wealth divided by compounded HST 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…
3y analysis · Full analysis span regression · 6 months rolling