+256.7%
LH vs PAYC
+510.1%
-253.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.1% | +4.9% | -3.8% | 0.0% |
| 30D | +16.7% | +4.1% | +12.6% | +15.5% |
| 3M | +15.1% | +11.5% | +3.6% | +12.1% |
| 6M | +46.3% | +85.3% | -39.0% | +25.8% |
| YTD | +48.8% | +57.3% | -8.5% | +31.6% |
| 1Y | +39.7% | +52.6% | -12.9% | +24.4% |
| 3Y | +87.0% | +48.3% | +38.8% | +63.4% |
| 5Y | +53.0% | -47.8% | +100.8% | +63.6% |
| All | +256.7% | +510.1% | -253.4% | +101.3% |
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 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