+20.9%
IBB vs PAYC
-53.3%
+74.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.4% | +3.2% | -1.2% |
| 7D | -1.7% | -7.9% | +6.2% | -0.2% |
| 30D | +4.9% | +2.1% | +2.7% | +4.4% |
| 3M | +24.2% | +61.8% | -37.5% | +12.1% |
| 6M | +23.8% | +59.9% | -36.1% | +11.3% |
| YTD | +23.0% | +38.5% | -15.5% | +13.6% |
| 1Y | +46.2% | -1.4% | +47.5% | +45.4% |
| 3Y | +64.8% | -21.0% | +85.8% | +66.9% |
| 5Y | +20.9% | -52.9% | +73.8% | +29.3% |
| All | +20.9% | -53.3% | +74.2% | +29.3% |
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