+125.3%
LITE vs PAYC
+47.5%
+77.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -1.5% |
| 7D | -13.9% | -9.5% | -4.4% | -17.5% |
| 30D | -46.9% | +2.5% | -49.4% | -45.9% |
| 3M | -28.0% | +11.7% | -39.7% | -23.5% |
| 6M | -35.2% | +74.6% | -109.8% | -13.1% |
| YTD | +58.9% | +50.4% | +8.5% | +110.0% |
| 1Y | +125.3% | +44.0% | +81.3% | +192.2% |
| All | +125.3% | +47.5% | +77.8% | +192.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling