+361.5%
LLY vs PAYC
-53.3%
+414.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.4% | +3.2% | -1.8% |
| 7D | -3.1% | -7.9% | +4.8% | -2.5% |
| 30D | -5.1% | +2.1% | -7.2% | -5.3% |
| 3M | -2.1% | +61.8% | -63.8% | -5.9% |
| 6M | +13.8% | +59.9% | -46.1% | +9.3% |
| YTD | +5.1% | +38.5% | -33.4% | +1.9% |
| 1Y | +53.1% | -1.4% | +54.5% | +52.2% |
| 3Y | +95.6% | -21.0% | +116.6% | +95.2% |
| 5Y | +361.5% | -52.9% | +414.4% | +334.9% |
| All | +361.5% | -53.3% | +414.8% | +334.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling