+37,197.0%
PAYX vs HST
+1,330.6%
+35,866.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -2.8% |
| 7D | -4.2% | -1.0% | -3.2% | -4.0% |
| 30D | +2.9% | -12.3% | +15.2% | +6.0% |
| 3M | +23.6% | -6.4% | +30.0% | +25.3% |
| 6M | +30.0% | +15.0% | +15.0% | +25.1% |
| YTD | +12.2% | +30.5% | -18.3% | +4.6% |
| 1Y | -7.5% | +35.7% | -43.1% | -14.7% |
| 3Y | +10.1% | +68.4% | -58.3% | -4.6% |
| 5Y | +25.1% | +73.1% | -48.0% | +6.0% |
| 10Y | +171.7% | +92.7% | +79.0% | +114.4% |
| All | +37,197.0% | +1,330.6% | +35,866.4% | +16,723.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling