+67.9%
LIN vs PAYC
-49.7%
+117.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.1% | +0.7% |
| 7D | +0.3% | -9.5% | +9.9% | +1.6% |
| 30D | +8.0% | +3.3% | +4.8% | +7.5% |
| 3M | +7.7% | +14.5% | -6.8% | +5.6% |
| 6M | +5.1% | +76.0% | -71.0% | -3.7% |
| YTD | +24.7% | +53.4% | -28.6% | +16.2% |
| 1Y | +25.1% | +43.8% | -18.7% | +17.7% |
| 3Y | +36.8% | +45.3% | -8.4% | +26.6% |
| 5Y | +67.9% | -48.9% | +116.8% | +84.3% |
| All | +67.9% | -49.7% | +117.5% | +84.3% |
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