+463.9%
LLY vs PAYC
-52.7%
+516.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.6% | +4.3% |
| 7D | +0.1% | -11.1% | +11.2% | +1.1% |
| 30D | +19.7% | +1.8% | +17.9% | +19.6% |
| 3M | +19.3% | +10.2% | +9.1% | +18.3% |
| 6M | +49.3% | +73.5% | -24.2% | +42.5% |
| YTD | +32.0% | +49.4% | -17.4% | +27.2% |
| 1Y | +53.7% | +47.2% | +6.5% | +48.2% |
| 3Y | +143.7% | +44.4% | +99.3% | +131.2% |
| 5Y | +463.9% | -52.1% | +516.0% | +464.0% |
| All | +463.9% | -52.7% | +516.6% | +464.0% |
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 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