+36.2%
LUMN vs PAYC
+5.6%
+30.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.7% | +1.7% | -2.9% |
| 7D | +12.1% | -2.9% | +15.0% | +11.3% |
| 30D | +11.3% | +32.8% | -21.4% | +20.3% |
| 3M | -31.6% | +69.3% | -100.9% | -19.8% |
| 6M | -2.7% | +74.0% | -76.7% | +15.6% |
| YTD | -12.9% | +46.4% | -59.3% | +4.5% |
| 1Y | +36.2% | +4.2% | +32.0% | +67.6% |
| All | +36.2% | +5.6% | +30.7% | +67.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling