+5,083.9%
LITE vs PAYC
+563.3%
+4,520.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.7% | +7.7% | +5.0% |
| 7D | -1.5% | -2.9% | +1.3% | -0.8% |
| 30D | +6.7% | +32.8% | -26.1% | -2.6% |
| 3M | -6.8% | +69.3% | -76.0% | -22.1% |
| 6M | +29.4% | +74.0% | -44.5% | +5.7% |
| YTD | +139.1% | +46.4% | +92.7% | +104.4% |
| 1Y | +521.0% | +4.2% | +516.8% | +489.9% |
| 3Y | +1,535.3% | -19.7% | +1,555.0% | +1,501.4% |
| 5Y | +889.8% | -52.0% | +941.9% | +1,005.1% |
| 10Y | +2,400.7% | +356.9% | +2,043.8% | +1,355.9% |
| All | +5,083.9% | +563.3% | +4,520.6% | +3,012.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling