+364.1%
LIN vs PAYX
+167.8%
+196.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.7% |
| 7D | -2.4% | -4.9% | +2.5% | 0.0% |
| 30D | -2.4% | -3.8% | +1.4% | -0.8% |
| 3M | -9.3% | +17.9% | -27.1% | -16.9% |
| 6M | -2.6% | +26.1% | -28.6% | -14.4% |
| YTD | +10.4% | +6.7% | +3.7% | +5.0% |
| 1Y | -2.3% | -10.7% | +8.5% | +2.0% |
| 3Y | +24.4% | +7.0% | +17.5% | +15.2% |
| 5Y | +60.7% | +22.6% | +38.1% | +35.2% |
| All | +364.1% | +167.8% | +196.3% | +156.4% |
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