-7.5%
PAYX vs LII
-28.2%
+20.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.8% | -2.7% |
| 7D | -4.2% | -0.7% | -3.5% | -4.2% |
| 30D | +2.9% | -12.6% | +15.5% | +2.4% |
| 3M | +23.6% | -24.4% | +48.1% | +22.0% |
| 6M | +30.0% | -28.7% | +58.7% | +29.4% |
| YTD | +12.2% | -19.1% | +31.3% | +9.5% |
| 1Y | -7.5% | -29.7% | +22.2% | -10.2% |
| All | -7.5% | -28.2% | +20.7% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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