+95.6%
LLY vs PAYC
-22.2%
+117.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.4% | +3.2% | -1.9% |
| 7D | -3.1% | -7.9% | +4.8% | -2.7% |
| 30D | -5.1% | +2.1% | -7.2% | -5.2% |
| 3M | -2.1% | +61.8% | -63.8% | -4.4% |
| 6M | +13.8% | +59.9% | -46.1% | +11.2% |
| YTD | +5.1% | +38.5% | -33.4% | +3.1% |
| 1Y | +53.1% | -1.4% | +54.5% | +52.0% |
| 3Y | +95.6% | -21.0% | +116.6% | +105.2% |
| All | +95.6% | -22.2% | +117.8% | +105.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling