-27.5%
IBIT vs PAYC
+5.6%
-33.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.7% | +1.3% | -2.2% |
| 7D | +3.0% | -2.9% | +5.9% | +3.2% |
| 30D | +23.1% | +32.8% | -9.6% | +22.1% |
| 3M | +25.6% | +69.3% | -43.7% | +22.9% |
| 6M | +9.1% | +74.0% | -64.8% | +6.7% |
| YTD | -8.9% | +46.4% | -55.3% | -9.9% |
| 1Y | -27.5% | +4.2% | -31.6% | -25.1% |
| All | -27.5% | +5.6% | -33.0% | -25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling