+10.6%
IBKR vs PAYC
+46.2%
-35.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.4% | +0.6% |
| 7D | -6.8% | +2.0% | -8.8% | -6.7% |
| 30D | -12.5% | +18.8% | -31.3% | -12.0% |
| 3M | -12.0% | +53.2% | -65.3% | -10.4% |
| 6M | -4.5% | +103.7% | -108.2% | -3.7% |
| YTD | +21.5% | +69.5% | -48.0% | +25.2% |
| 1Y | +10.6% | +48.8% | -38.2% | +17.4% |
| All | +10.6% | +46.2% | -35.5% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling