+263.2%
THC vs PAYC
-51.4%
+314.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | +8.8% | -9.5% | +18.4% | +11.6% |
| 30D | +10.0% | +2.5% | +7.6% | +9.3% |
| 3M | +11.7% | +11.7% | 0.0% | +8.3% |
| 6M | +52.5% | +74.6% | -22.1% | +29.5% |
| YTD | +46.1% | +50.4% | -4.3% | +28.3% |
| 1Y | +49.1% | +44.0% | +5.1% | +32.5% |
| 3Y | +439.6% | +42.5% | +397.2% | +361.3% |
| 5Y | +263.2% | -50.3% | +313.4% | +373.2% |
| All | +263.2% | -51.4% | +314.6% | +373.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling