+208.9%
XHB vs PAYC
+358.9%
-150.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.2% |
| 7D | -4.6% | -5.5% | +0.9% | -3.2% |
| 30D | -9.1% | +3.8% | -12.9% | -10.1% |
| 3M | -8.6% | +65.8% | -74.4% | -21.7% |
| 6M | -4.0% | +68.7% | -72.7% | -19.2% |
| YTD | -3.9% | +38.3% | -42.3% | -14.8% |
| 1Y | -16.5% | -2.4% | -14.1% | -18.1% |
| 3Y | +22.6% | -21.5% | +44.1% | +20.9% |
| 5Y | +33.9% | -52.7% | +86.6% | +49.4% |
| All | +208.9% | +358.9% | -150.0% | +105.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling