+356.3%
IGV vs PAYC
+352.8%
+3.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -5.4% | -10.2% | +4.8% | -1.5% |
| 30D | -2.6% | +2.0% | -4.6% | -3.3% |
| 3M | +10.5% | +58.3% | -47.8% | -9.4% |
| 6M | +18.2% | +64.5% | -46.3% | -4.8% |
| YTD | -4.2% | +36.5% | -40.8% | -17.4% |
| 1Y | -9.8% | -1.3% | -8.6% | -12.2% |
| 3Y | +39.1% | -22.1% | +61.2% | +37.1% |
| 5Y | +21.2% | -53.3% | +74.5% | +43.4% |
| All | +356.3% | +352.8% | +3.5% | +139.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling