+66.3%
IBIT vs PAYC
+8.6%
+57.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | +0.1% |
| 7D | +1.1% | -8.7% | +9.9% | +2.7% |
| 30D | +22.2% | +1.2% | +21.1% | +22.1% |
| 3M | +26.0% | +58.6% | -32.6% | +15.0% |
| 6M | +13.2% | +56.6% | -43.4% | +3.1% |
| YTD | -10.8% | +36.2% | -47.0% | -16.0% |
| 1Y | -29.9% | -2.2% | -27.8% | -28.0% |
| All | +66.3% | +8.6% | +57.7% | +52.9% |
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 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