+179.2%
LH vs PAYC
+358.9%
-179.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.2% |
| 7D | -4.7% | -5.5% | +0.8% | -3.6% |
| 30D | -3.5% | +3.8% | -7.3% | -4.4% |
| 3M | +17.7% | +65.8% | -48.1% | +4.3% |
| 6M | +15.8% | +68.7% | -52.9% | +1.6% |
| YTD | +25.1% | +38.3% | -13.2% | +14.2% |
| 1Y | +12.5% | -2.4% | +14.9% | +11.0% |
| 3Y | +59.8% | -21.5% | +81.3% | +58.2% |
| 5Y | +27.1% | -52.7% | +79.8% | +38.0% |
| All | +179.2% | +358.9% | -179.7% | +74.6% |
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