+138.7%
IAU vs PAYC
-54.0%
+192.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | -3.4% | -10.2% | +6.8% | -3.4% |
| 30D | -1.1% | +2.0% | -3.1% | -1.1% |
| 3M | +5.8% | +58.3% | -52.4% | +6.0% |
| 6M | -16.9% | +64.5% | -81.4% | -16.8% |
| YTD | +0.1% | +36.5% | -36.4% | +0.6% |
| 1Y | +18.4% | -1.3% | +19.7% | +19.5% |
| 3Y | +123.6% | -22.1% | +145.7% | +125.2% |
| 5Y | +138.7% | -53.3% | +192.1% | +145.4% |
| All | +138.7% | -54.0% | +192.8% | +145.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling