+675.0%
PHM vs PAYC
+1,229.9%
-554.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.7% | +3.8% | +1.0% |
| 7D | -3.2% | -2.9% | -0.3% | -2.5% |
| 30D | -6.4% | +32.8% | -39.2% | -13.5% |
| 3M | +5.5% | +69.3% | -63.8% | -8.6% |
| 6M | -5.4% | +74.0% | -79.4% | -19.4% |
| YTD | +6.6% | +46.4% | -39.8% | -5.6% |
| 1Y | -8.8% | +4.2% | -13.0% | -12.0% |
| 3Y | +54.1% | -19.7% | +73.9% | +50.8% |
| 5Y | +144.5% | -52.0% | +196.5% | +166.4% |
| 10Y | +569.4% | +356.9% | +212.5% | +379.0% |
| All | +675.0% | +1,229.9% | -554.8% | +401.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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