-7.8%
LII vs PAYC
+50.2%
-57.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +2.9% | +4.9% | -1.9% | +2.4% |
| 30D | +0.9% | +4.1% | -3.2% | +0.5% |
| 3M | -15.5% | +11.5% | -27.0% | -16.6% |
| 6M | -30.2% | +85.3% | -115.5% | -36.1% |
| YTD | -26.8% | +57.3% | -84.1% | -30.5% |
| 1Y | -25.3% | +52.6% | -77.8% | -28.4% |
| 3Y | -7.8% | +48.3% | -56.0% | -9.2% |
| All | -7.8% | +50.2% | -57.9% | -9.2% |
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 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