+92.5%
LLY vs PAYX
+5.8%
+86.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | -3.2% | -7.9% | +4.8% | -2.0% |
| 30D | -7.4% | -5.0% | -2.4% | -6.8% |
| 3M | -1.0% | +15.1% | -16.1% | -2.7% |
| 6M | +12.5% | +23.9% | -11.4% | +9.7% |
| YTD | +5.0% | +6.2% | -1.2% | +5.2% |
| 1Y | +49.8% | -9.6% | +59.4% | +54.7% |
| All | +92.5% | +5.8% | +86.7% | +85.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling