+38.9%
IGV vs PAYC
-22.8%
+61.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.4% |
| 7D | -1.5% | -8.7% | +7.2% | +0.5% |
| 30D | -3.0% | +1.2% | -4.2% | -3.2% |
| 3M | +9.6% | +58.6% | -49.0% | -2.6% |
| 6M | +16.1% | +56.6% | -40.5% | +3.2% |
| YTD | -3.6% | +36.2% | -39.9% | -12.2% |
| 1Y | -7.8% | -2.2% | -5.7% | -10.9% |
| All | +38.9% | -22.8% | +61.7% | +40.7% |
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