+431.5%
LIN vs PAYX
+178.2%
+253.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.2% | +0.5% |
| 7D | +2.1% | -1.2% | +3.3% | +2.6% |
| 30D | +6.8% | +7.8% | -1.1% | +2.8% |
| 3M | +10.4% | -6.8% | +17.2% | +13.3% |
| 6M | +3.2% | +31.3% | -28.2% | -11.5% |
| YTD | +24.6% | +7.7% | +16.9% | +17.1% |
| 1Y | +24.4% | +8.1% | +16.3% | +16.6% |
| 3Y | +36.7% | +12.2% | +24.6% | +22.7% |
| 5Y | +67.0% | +8.9% | +58.1% | +49.6% |
| All | +431.5% | +178.2% | +253.3% | +177.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 10y: compounded portfolio wealth divided by compounded PAYX 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…
10y analysis · Full analysis span regression · 6 months rolling