+164.0%
PAYX vs HUBB
+446.9%
-282.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.2% | -0.1% |
| 7D | -4.9% | -0.1% | -4.8% | -4.8% |
| 30D | -3.8% | -10.0% | +6.2% | -0.2% |
| 3M | +17.9% | -1.6% | +19.5% | +16.8% |
| 6M | +26.1% | -3.1% | +29.2% | +24.2% |
| YTD | +6.7% | +4.6% | +2.2% | +1.0% |
| 1Y | -10.7% | +3.3% | -14.1% | -15.6% |
| 3Y | +7.0% | +46.6% | -39.6% | -18.5% |
| 5Y | +22.6% | +158.7% | -136.1% | -33.1% |
| All | +164.0% | +446.9% | -282.9% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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