+990.2%
IBKR vs PAYC
+358.9%
+631.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.9% | +1.9% |
| 7D | -1.3% | -5.5% | +4.2% | -0.1% |
| 30D | -0.2% | +3.8% | -4.0% | -1.2% |
| 3M | +3.0% | +65.8% | -62.9% | -10.2% |
| 6M | +33.9% | +68.7% | -34.8% | +15.4% |
| YTD | +42.5% | +38.3% | +4.2% | +28.5% |
| 1Y | +44.9% | -2.4% | +47.2% | +42.4% |
| 3Y | +293.0% | -21.5% | +314.6% | +289.8% |
| 5Y | +497.7% | -52.7% | +550.4% | +550.6% |
| All | +990.2% | +358.9% | +631.3% | +620.3% |
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