+20.4%
LII vs PAYC
-52.1%
+72.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.1% | +3.1% | -1.0% |
| 7D | -0.6% | -10.2% | +9.6% | +1.5% |
| 30D | -4.6% | +6.1% | -10.7% | -5.7% |
| 3M | -21.2% | +10.1% | -31.3% | -22.8% |
| 6M | -36.4% | +88.6% | -125.1% | -45.3% |
| YTD | -28.9% | +50.0% | -78.9% | -35.8% |
| 1Y | -29.5% | +46.1% | -75.6% | -36.0% |
| 3Y | -8.6% | +51.2% | -59.7% | -19.0% |
| All | +20.4% | -52.1% | +72.6% | +40.0% |
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