+2,024.1%
LLY vs PAYC
+474.5%
+1,549.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.4% |
| 7D | +1.6% | -9.5% | +11.1% | +2.8% |
| 30D | +21.5% | +2.5% | +19.0% | +21.1% |
| 3M | +16.4% | +11.7% | +4.8% | +14.8% |
| 6M | +51.5% | +74.6% | -23.1% | +40.8% |
| YTD | +33.9% | +50.4% | -16.5% | +26.3% |
| 1Y | +49.1% | +44.0% | +5.1% | +41.3% |
| 3Y | +144.6% | +42.5% | +102.1% | +127.0% |
| 5Y | +466.3% | -50.3% | +516.6% | +487.9% |
| 10Y | +2,024.1% | +521.2% | +1,502.9% | +1,482.0% |
| All | +2,024.1% | +474.5% | +1,549.6% | +1,482.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling