+83.3%
IEMG vs PAYC
-21.6%
+104.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +1.2% |
| 7D | -1.3% | -5.5% | +4.2% | -1.2% |
| 30D | +1.9% | +3.8% | -1.9% | +1.8% |
| 3M | +1.4% | +65.8% | -64.4% | -0.1% |
| 6M | +15.2% | +68.7% | -53.5% | +13.1% |
| YTD | +23.8% | +38.3% | -14.5% | +23.4% |
| 1Y | +30.7% | -2.4% | +33.0% | +33.9% |
| 3Y | +83.3% | -21.5% | +104.8% | +90.9% |
| All | +83.3% | -21.6% | +104.9% | +90.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling