+1,828.5%
LITE vs PAYX
+5.8%
+1,822.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.4% | -5.8% | -5.3% |
| 7D | +10.4% | -7.9% | +18.3% | +7.8% |
| 30D | +14.0% | -5.0% | +19.1% | +12.7% |
| 3M | +9.7% | +15.1% | -5.5% | +12.7% |
| 6M | +39.2% | +23.9% | +15.3% | +44.1% |
| YTD | +153.9% | +6.2% | +147.7% | +169.0% |
| 1Y | +467.5% | -9.6% | +477.1% | +534.3% |
| All | +1,828.5% | +5.8% | +1,822.7% | +1,794.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling