+462.2%
LITE vs PAYX
-9.0%
+471.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.5% | -0.2% |
| 7D | +5.2% | -4.9% | +10.1% | -0.7% |
| 30D | -0.6% | -3.8% | +3.2% | -3.8% |
| 3M | +4.2% | +17.9% | -13.7% | +29.3% |
| 6M | +38.0% | +26.1% | +11.9% | +84.8% |
| YTD | +151.5% | +6.7% | +144.8% | +191.0% |
| 1Y | +462.2% | -10.7% | +473.0% | +422.1% |
| All | +462.2% | -9.0% | +471.3% | +422.1% |
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 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