+168.6%
LII vs PAYC
+451.9%
-283.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.3% |
| 7D | -1.2% | -11.1% | +9.9% | +1.3% |
| 30D | -2.0% | +1.8% | -3.8% | -2.4% |
| 3M | -20.2% | +10.2% | -30.4% | -22.0% |
| 6M | -32.5% | +73.5% | -106.1% | -41.1% |
| YTD | -27.4% | +49.4% | -76.8% | -35.1% |
| 1Y | -28.2% | +47.2% | -75.4% | -35.6% |
| 3Y | -7.2% | +44.4% | -51.7% | -17.9% |
| 5Y | +19.9% | -52.1% | +72.0% | +30.2% |
| 10Y | +168.6% | +474.3% | -305.6% | +73.2% |
| All | +168.6% | +451.9% | -283.3% | +73.2% |
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