+13.9%
IEMG vs PAYC
+46.2%
-32.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.1% | +1.1% |
| 7D | -3.1% | +2.0% | -5.1% | -2.9% |
| 30D | -10.3% | +18.8% | -29.1% | -8.5% |
| 3M | -6.6% | +53.2% | -59.8% | -1.6% |
| 6M | -3.9% | +103.7% | -107.6% | +5.8% |
| YTD | +12.4% | +69.5% | -57.1% | +24.7% |
| 1Y | +13.9% | +48.8% | -34.9% | +27.9% |
| All | +13.9% | +46.2% | -32.3% | +27.9% |
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