+36.7%
LIN vs PAYX
+12.5%
+24.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.2% | +0.6% |
| 7D | +2.1% | -1.2% | +3.3% | +2.4% |
| 30D | +6.8% | +7.8% | -1.1% | +4.9% |
| 3M | +10.4% | -6.8% | +17.2% | +12.1% |
| 6M | +3.2% | +31.3% | -28.2% | -4.7% |
| YTD | +24.6% | +7.7% | +16.9% | +22.8% |
| 1Y | +24.4% | +8.1% | +16.3% | +22.4% |
| 3Y | +36.7% | +12.2% | +24.6% | +37.1% |
| All | +36.7% | +12.5% | +24.3% | +37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling