+127.0%
IBB vs PAYC
+329.2%
-202.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.5% |
| 7D | -3.9% | -8.7% | +4.9% | -1.9% |
| 30D | +2.7% | +1.2% | +1.6% | +2.4% |
| 3M | +21.4% | +58.6% | -37.3% | +7.6% |
| 6M | +20.1% | +56.6% | -36.5% | +6.0% |
| YTD | +21.9% | +36.2% | -14.4% | +10.8% |
| 1Y | +44.1% | -2.2% | +46.3% | +41.8% |
| 3Y | +63.4% | -22.3% | +85.7% | +61.9% |
| 5Y | +19.8% | -53.9% | +73.6% | +31.7% |
| 10Y | +127.0% | +347.5% | -220.5% | +55.8% |
| All | +127.0% | +329.2% | -202.2% | +55.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling