+35.6%
XHB vs PAYC
+50.2%
-14.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | +4.9% | -5.1% | -0.9% |
| 30D | +9.9% | +4.1% | +5.8% | +9.4% |
| 3M | -6.3% | +11.5% | -17.8% | -7.7% |
| 6M | +3.8% | +85.3% | -81.4% | -5.9% |
| YTD | +0.1% | +57.3% | -57.1% | -6.0% |
| 1Y | -0.8% | +52.6% | -53.4% | -6.2% |
| 3Y | +35.6% | +48.3% | -12.7% | +26.1% |
| All | +35.6% | +50.2% | -14.6% | +26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling