+66.7%
IBIT vs PAYX
+8.0%
+58.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.9% | +2.1% | -1.0% |
| 7D | +1.4% | -6.9% | +8.4% | +3.0% |
| 30D | +20.6% | -2.6% | +23.2% | +21.4% |
| 3M | +23.7% | +19.4% | +4.2% | +18.4% |
| 6M | +15.0% | +18.7% | -3.7% | +10.5% |
| YTD | -10.6% | +7.8% | -18.4% | -11.8% |
| 1Y | -30.3% | -9.9% | -20.5% | -27.0% |
| All | +66.7% | +8.0% | +58.7% | +50.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling