+229.9%
IAU vs PAYC
+1,229.9%
-1,000.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.7% | +2.8% | -0.9% |
| 7D | -0.5% | -2.9% | +2.4% | -0.5% |
| 30D | +4.4% | +32.8% | -28.3% | +4.7% |
| 3M | -1.1% | +69.3% | -70.3% | -0.5% |
| 6M | -13.7% | +74.0% | -87.7% | -13.2% |
| YTD | +2.7% | +46.4% | -43.7% | +3.3% |
| 1Y | +24.6% | +4.2% | +20.5% | +25.2% |
| 3Y | +126.8% | -19.7% | +146.6% | +127.5% |
| 5Y | +139.5% | -52.0% | +191.5% | +139.5% |
| 10Y | +226.3% | +356.9% | -130.6% | +253.9% |
| All | +229.9% | +1,229.9% | -1,000.0% | +270.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling