+27.6%
LII vs PAYC
-51.7%
+79.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.7% | +4.8% | +1.9% |
| 7D | -0.7% | -2.9% | +2.1% | -0.2% |
| 30D | -12.6% | +32.8% | -45.4% | -17.9% |
| 3M | -24.4% | +69.3% | -93.7% | -33.1% |
| 6M | -28.7% | +74.0% | -102.7% | -37.8% |
| YTD | -19.1% | +46.4% | -65.6% | -26.6% |
| 1Y | -29.7% | +4.2% | -33.9% | -30.4% |
| 3Y | +4.8% | -19.7% | +24.5% | +7.9% |
| All | +27.6% | -51.7% | +79.3% | +41.6% |
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 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