+356.2%
LII vs PAYC
+1,262.3%
-906.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.1% | +3.1% | -1.0% |
| 7D | -0.6% | -10.2% | +9.6% | +1.3% |
| 30D | -4.6% | +6.1% | -10.7% | -5.7% |
| 3M | -21.2% | +10.1% | -31.3% | -22.7% |
| 6M | -36.4% | +88.6% | -125.1% | -44.5% |
| YTD | -28.9% | +50.0% | -78.9% | -35.6% |
| 1Y | -29.5% | +46.1% | -75.6% | -35.8% |
| 3Y | -8.6% | +51.2% | -59.7% | -18.4% |
| 5Y | +20.2% | -51.7% | +71.9% | +27.6% |
| 10Y | +166.2% | +467.4% | -301.1% | +93.6% |
| All | +356.2% | +1,262.3% | -906.1% | +213.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling