+1,266.8%
PAYX vs LII
+2,784.8%
-1,517.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | 0.0% |
| 7D | -3.6% | -0.2% | -3.4% | -3.6% |
| 30D | +9.5% | -0.6% | +10.1% | +9.4% |
| 3M | -3.3% | -17.0% | +13.7% | +1.1% |
| 6M | +27.1% | -31.1% | +58.2% | +37.3% |
| YTD | +7.3% | -27.7% | +34.9% | +13.2% |
| 1Y | +8.3% | -26.2% | +34.5% | +13.5% |
| 3Y | +11.6% | -9.6% | +21.3% | +8.1% |
| 5Y | +8.5% | +15.7% | -7.2% | -3.3% |
| 10Y | +177.8% | +166.9% | +10.9% | +98.2% |
| All | +1,266.8% | +2,784.8% | -1,517.9% | +530.8% |
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