+46.2%
IBIT vs PAYC
+25.4%
+20.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -9.2% | +4.9% | -14.1% | -9.9% |
| 30D | -15.8% | +4.1% | -19.9% | -16.5% |
| 3M | +8.5% | +11.5% | -2.9% | +6.4% |
| 6M | -13.7% | +85.3% | -99.0% | -23.6% |
| YTD | -21.6% | +57.3% | -78.8% | -28.1% |
| 1Y | -30.0% | +52.6% | -82.5% | -35.3% |
| All | +46.2% | +25.4% | +20.8% | +30.9% |
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