+990.2%
IBKR vs PAYX
+167.8%
+822.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.6% | +1.9% |
| 7D | -1.3% | -4.9% | +3.5% | +0.8% |
| 30D | -0.2% | -3.8% | +3.6% | +1.3% |
| 3M | +3.0% | +17.9% | -14.9% | -5.8% |
| 6M | +33.9% | +26.1% | +7.8% | +17.7% |
| YTD | +42.5% | +6.7% | +35.8% | +35.3% |
| 1Y | +44.9% | -10.7% | +55.6% | +49.9% |
| 3Y | +293.0% | +7.0% | +286.0% | +263.9% |
| 5Y | +497.7% | +22.6% | +475.0% | +407.0% |
| All | +990.2% | +167.8% | +822.4% | +487.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling