+1,402.3%
LITE vs PAYC
+453.6%
+948.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -5.1% | +10.7% | +7.2% |
| 7D | -35.9% | -10.2% | -25.8% | -33.8% |
| 30D | -51.5% | +6.1% | -57.7% | -52.6% |
| 3M | -35.7% | +10.1% | -45.8% | -38.4% |
| 6M | -43.0% | +88.6% | -131.6% | -55.7% |
| YTD | +46.1% | +50.0% | -3.9% | +20.7% |
| 1Y | +124.7% | +46.1% | +78.6% | +87.0% |
| 3Y | +1,172.1% | +51.2% | +1,120.9% | +909.0% |
| 5Y | +477.0% | -51.7% | +528.7% | +557.6% |
| All | +1,402.3% | +453.6% | +948.8% | +400.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling