+25.2%
LH vs PAYC
-54.0%
+79.2%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.6% | -4.4% |
| 7D | -7.4% | -10.2% | +2.8% | -6.0% |
| 30D | -4.6% | +2.0% | -6.6% | -4.9% |
| 3M | +14.5% | +58.3% | -43.8% | +6.4% |
| 6M | +14.8% | +64.5% | -49.7% | +5.7% |
| YTD | +23.3% | +36.5% | -13.3% | +16.4% |
| 1Y | +13.6% | -1.3% | +14.9% | +12.8% |
| 3Y | +56.3% | -22.1% | +78.5% | +57.3% |
| 5Y | +25.2% | -53.3% | +78.5% | +29.1% |
| All | +25.2% | -54.0% | +79.2% | +29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling