+642.8%
THC vs PAYC
+1,292.9%
-650.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.0% | +0.3% |
| 7D | +0.2% | -9.5% | +9.8% | +3.3% |
| 30D | +9.0% | +3.3% | +5.8% | +7.8% |
| 3M | +12.9% | +14.5% | -1.6% | +7.8% |
| 6M | +52.8% | +76.0% | -23.2% | +25.1% |
| YTD | +47.4% | +53.4% | -5.9% | +24.3% |
| 1Y | +47.7% | +43.8% | +3.9% | +27.1% |
| 3Y | +444.7% | +45.3% | +399.4% | +346.4% |
| 5Y | +269.3% | -48.9% | +318.2% | +306.6% |
| 10Y | +1,913.5% | +500.5% | +1,413.0% | +978.2% |
| All | +642.8% | +1,292.9% | -650.1% | +260.3% |
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