-27.5%
IBIT vs PAYX
-6.2%
-21.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.3% | -2.2% |
| 7D | +3.0% | -4.2% | +7.2% | +3.3% |
| 30D | +23.1% | +2.9% | +20.2% | +23.1% |
| 3M | +25.6% | +23.6% | +1.9% | +24.1% |
| 6M | +9.1% | +30.0% | -20.9% | +7.5% |
| YTD | -8.9% | +12.2% | -21.1% | -9.8% |
| 1Y | -27.5% | -7.5% | -20.0% | -26.6% |
| All | -27.5% | -6.2% | -21.2% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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