+38.3%
IEMG vs PAYC
+5.6%
+32.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.7% | +5.3% | +1.3% |
| 7D | +2.2% | -2.9% | +5.1% | +1.9% |
| 30D | +4.6% | +32.8% | -28.1% | +8.1% |
| 3M | +0.4% | +69.3% | -68.9% | +7.3% |
| 6M | +16.4% | +74.0% | -57.6% | +25.1% |
| YTD | +25.4% | +46.4% | -21.0% | +35.8% |
| 1Y | +38.3% | +4.2% | +34.1% | +51.2% |
| All | +38.3% | +5.6% | +32.7% | +51.2% |
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 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