+66.7%
IBIT vs PAYC
+10.4%
+56.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.4% | +3.5% | -0.9% |
| 7D | +1.4% | -7.9% | +9.3% | +2.9% |
| 30D | +20.6% | +2.1% | +18.5% | +20.3% |
| 3M | +23.7% | +61.8% | -38.1% | +12.5% |
| 6M | +15.0% | +59.9% | -44.9% | +4.4% |
| YTD | -10.6% | +38.5% | -49.1% | -16.1% |
| 1Y | -30.3% | -1.4% | -28.9% | -28.4% |
| All | +66.7% | +10.4% | +56.3% | +52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling