+1,014.7%
LITE vs PAYX
+19.2%
+995.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +2.9% | +1.2% |
| 7D | +13.6% | -7.5% | +21.1% | +14.0% |
| 30D | +21.6% | -5.3% | +26.9% | +21.7% |
| 3M | +20.3% | +15.6% | +4.7% | +15.8% |
| 6M | +54.4% | +19.5% | +34.9% | +46.9% |
| YTD | +168.3% | +5.8% | +162.5% | +164.6% |
| 1Y | +551.8% | -10.9% | +562.7% | +592.0% |
| 3Y | +1,891.5% | +5.4% | +1,886.1% | +1,788.5% |
| 5Y | +1,014.7% | +20.4% | +994.3% | +886.0% |
| All | +1,014.7% | +19.2% | +995.5% | +886.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling