+1,766.8%
IBKR vs PAYC
+1,156.6%
+610.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.9% | +1.9% |
| 7D | -1.3% | -5.5% | +4.2% | -0.2% |
| 30D | -0.2% | +3.8% | -4.0% | -1.1% |
| 3M | +3.0% | +65.8% | -62.9% | -9.1% |
| 6M | +33.9% | +68.7% | -34.8% | +16.9% |
| YTD | +42.5% | +38.3% | +4.2% | +29.7% |
| 1Y | +44.9% | -2.4% | +47.2% | +42.4% |
| 3Y | +293.0% | -21.5% | +314.6% | +289.0% |
| 5Y | +497.7% | -52.7% | +550.4% | +541.0% |
| 10Y | +1,004.4% | +354.4% | +650.0% | +647.8% |
| All | +1,766.8% | +1,156.6% | +610.2% | +1,042.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling