+50.4%
IEFA vs PAYC
-52.9%
+103.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.9% |
| 7D | -1.6% | -5.5% | +3.9% | -0.9% |
| 30D | -1.5% | +3.8% | -5.3% | -2.0% |
| 3M | +3.4% | +65.8% | -62.4% | -3.4% |
| 6M | +9.5% | +68.7% | -59.2% | +1.5% |
| YTD | +13.0% | +38.3% | -25.3% | +7.7% |
| 1Y | +18.0% | -2.4% | +20.4% | +18.4% |
| 3Y | +65.4% | -21.5% | +86.9% | +67.8% |
| All | +50.4% | -52.9% | +103.3% | +52.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling