+43.3%
IBB vs PAYC
-51.4%
+94.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.2% |
| 7D | +0.8% | -9.5% | +10.3% | +2.7% |
| 30D | +5.2% | +2.5% | +2.7% | +4.6% |
| 3M | +8.6% | +11.7% | -3.1% | +6.1% |
| 6M | +27.8% | +74.6% | -46.8% | +13.3% |
| YTD | +28.8% | +50.4% | -21.6% | +17.1% |
| 1Y | +36.4% | +44.0% | -7.6% | +25.1% |
| 3Y | +89.3% | +42.5% | +46.9% | +69.9% |
| 5Y | +43.3% | -50.3% | +93.5% | +66.9% |
| All | +43.3% | -51.4% | +94.7% | +66.9% |
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