+1,329.8%
PAYX vs LII
+3,124.4%
-1,794.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.8% | -3.0% |
| 7D | -4.2% | -0.7% | -3.5% | -4.0% |
| 30D | +2.9% | -12.6% | +15.5% | +6.4% |
| 3M | +23.6% | -24.4% | +48.1% | +31.0% |
| 6M | +30.0% | -28.7% | +58.7% | +38.8% |
| YTD | +12.2% | -19.1% | +31.3% | +15.3% |
| 1Y | -7.5% | -29.7% | +22.2% | -1.6% |
| 3Y | +10.1% | +4.8% | +5.3% | +2.6% |
| 5Y | +25.1% | +24.6% | +0.6% | +9.6% |
| 10Y | +171.7% | +169.2% | +2.5% | +93.4% |
| All | +1,329.8% | +3,124.4% | -1,794.6% | +542.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling