+232.7%
LITE vs PAYX
+7.8%
+225.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.6% | -10.5% | -4.5% |
| 7D | -31.4% | +9.7% | -41.1% | -22.0% |
| 30D | -42.6% | +20.2% | -62.8% | -26.2% |
| 3M | -26.2% | +1.1% | -27.3% | -21.6% |
| 6M | -35.8% | +32.7% | -68.5% | -5.7% |
| YTD | +70.0% | +10.5% | +59.5% | +113.6% |
| 1Y | +232.7% | +8.7% | +224.0% | +314.2% |
| All | +232.7% | +7.8% | +225.0% | +314.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling